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 3-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 | $3,847 | $69,207-94.4% | $64,056-94.0% | $139,434-97.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $918 | $3,182-71.2% | $2,747-66.6% | $4,751-80.7% |
| Participant deferral / active EE | $1,760 | $4,682-62.4% | $3,880-54.6% | $6,710-73.8% |
| Admin fee / account holder | $1,867 | $4,244-56.0% | $3,068-39.2% | $11,403-83.6% |