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 8-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 | $5,662 | $104,486-94.6% | $76,817-92.6% | $152,861-96.3% |
| Participation rate | 36.4% | 76.6%-40.2pp | 72.1%-35.7pp | 82.4%-46.1pp |
| Annual return | 26.07% | 1013.37%-987.3pp | 1166.11%-1140.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $544 | $3,116-82.5% | $2,302-76.4% | $4,762-88.6% |
| Participant deferral / active EE | $878 | $4,236-79.3% | $3,336-73.7% | $5,850-85.0% |
| Admin fee / account holder | $1,600 | $12,275-87.0% | $6,420-75.1% | $11,596-86.2% |