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 7-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 | $10,896 | $107,934-89.9% | $91,989-88.2% | $152,861-92.9% |
| Participation rate | 53.8% | 81.2%-27.3pp | 78.6%-24.8pp | 82.4%-28.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,729 | $4,210-35.2% | $3,452-20.9% | $4,762-42.7% |
| Participant deferral / active EE | $5,361 | $6,364-15.8% | $5,923-9.5% | $5,850-8.4% |
| Admin fee / account holder | $1,514 | $10,520-85.6% | $7,743-80.5% | $11,596-86.9% |