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 4-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 | $6,101 | $126,519-95.2% | $106,201-94.3% | $145,959-95.8% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 225.10%-225.1pp | 116.26%-116.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $831 | $3,726-77.7% | $3,170-73.8% | $4,661-82.2% |
| Participant deferral / active EE | $1,625 | $5,716-71.6% | $5,012-67.6% | $6,689-75.7% |
| Admin fee / account holder | $687 | $17,312-96.0% | $11,039-93.8% | $13,398-94.9% |