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 | $7,722 | $156,846-95.1% | $121,098-93.6% | $139,434-94.5% |
| Participation rate | 4.3% | 76.4%-72.1pp | 69.5%-65.1pp | 80.3%-76.0pp |
| Annual return | 23.48% | 1474.56%-1451.1pp | 985.75%-962.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $537 | $4,844-88.9% | $4,080-86.8% | $6,710-92.0% |
| Admin fee / account holder | $7,122 | $6,946+2.5% | $5,644+26.2% | $11,403-37.5% |