See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,575 | $197,825-98.2% | $155,790-97.7% | $125,391-97.1% |
| Participation rate | 18.2% | 82.1%-63.9pp | 76.1%-57.9pp | 83.2%-65.0pp |
| Annual return | 0.00% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $622 | $4,847-87.2% | $3,836-83.8% | $4,866-87.2% |
| Participant deferral / active EE | $1,823 | $5,630-67.6% | $4,797-62.0% | $5,352-65.9% |
| Admin fee / account holder | $2,958 | $9,545-69.0% | $7,478-60.4% | $9,540-69.0% |