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 9-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 | $4,058 | $102,966-96.1% | $90,281-95.5% | $152,861-97.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 26.71% | 95.16%-68.4pp | 78.10%-51.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $800 | $3,139-74.5% | $2,854-72.0% | $4,762-83.2% |
| Participant deferral / active EE | $2,268 | $4,281-47.0% | $3,885-41.6% | $5,850-61.2% |
| Admin fee / account holder | $34,402 | $6,171+457.5% | $5,351+542.9% | $11,596+196.7% |