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 | $3,314 | $100,852-96.7% | $90,404-96.3% | $158,922-97.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 45.78% | 1724.20%-1678.4pp | 1293.02%-1247.2pp | 302.83%-257.0pp |
| Employer contribution / active EE | $471 | $3,689-87.2% | $3,262-85.6% | $4,761-90.1% |
| Participant deferral / active EE | $1,087 | $4,348-75.0% | $3,963-72.6% | $5,982-81.8% |
| Admin fee / account holder | $929 | $6,501-85.7% | $5,611-83.4% | $11,246-91.7% |