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 6-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 | $3,731 | $92,703-96.0% | $82,719-95.5% | $134,475-97.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -15.04% | 944.92%-960.0pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $606 | $3,274-81.5% | $3,009-79.9% | $4,740-87.2% |
| Participant deferral / active EE | $1,179 | $4,802-75.5% | $4,395-73.2% | $6,400-81.6% |
| Admin fee / account holder | $440 | $5,983-92.6% | $5,329-91.7% | $11,426-96.1% |