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 5-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 | $5,942 | $96,305-93.8% | $80,569-92.6% | $139,434-95.7% |
| Participation rate | 19.0% | 73.6%-54.6pp | 67.0%-47.9pp | 80.3%-61.3pp |
| Annual return | 1701.58% | 1350.08%+351.5pp | 935.43%+766.2pp | 372.94%+1328.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $954 | $5,232-81.8% | $4,447-78.6% | $6,710-85.8% |
| Admin fee / account holder | $9,967 | $6,599+51.0% | $5,377+85.4% | $11,403-12.6% |