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 | $611 | $81,625-99.3% | $58,482-99.0% | $139,434-99.6% |
| Participation rate | 53.3% | 61.3%-8.0pp | 50.9%+2.5pp | 80.3%-27.0pp |
| Annual return | 20.13% | 7404.20%-7384.1pp | 4239.32%-4219.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $402 | $2,557-84.3% | $1,924-79.1% | $6,710-94.0% |
| Admin fee / account holder | $347 | $3,265-89.4% | $2,516-86.2% | $11,403-97.0% |