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 | $4,981 | $136,179-96.3% | $98,755-95.0% | $167,490-97.0% |
| Participation rate | 21.4% | 70.2%-48.8pp | 65.7%-44.3pp | 82.1%-60.7pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $640 | $2,631-75.7% | $2,067-69.1% | $4,837-86.8% |
| Participant deferral / active EE | $1,347 | $3,716-63.8% | $3,035-55.6% | $6,341-78.8% |
| Admin fee / account holder | $870 | $5,031-82.7% | $4,076-78.6% | $12,309-92.9% |