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 | $17,521 | $150,187-88.3% | $120,354-85.4% | $145,922-88.0% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 13.15% | 154.07%-140.9pp | 107.15%-94.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,155 | $4,348-73.4% | $3,463-66.7% | $4,660-75.2% |
| Participant deferral / active EE | $1,993 | $6,173-67.7% | $4,991-60.1% | $6,688-70.2% |
| Admin fee / account holder | $656 | $12,207-94.6% | $9,423-93.0% | $13,397-95.1% |