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 9-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 | $3,452 | $108,642-96.8% | $74,701-95.4% | $152,861-97.7% |
| Participation rate | 36.4% | 65.3%-29.0pp | 54.5%-18.1pp | 82.4%-46.1pp |
| Annual return | 22.46% | 114.06%-91.6pp | 752.92%-730.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $734 | $1,503-51.1% | $1,084-32.2% | $4,762-84.6% |
| Participant deferral / active EE | $1,440 | $2,712-46.9% | $1,964-26.7% | $5,850-75.4% |
| Admin fee / account holder | $693 | $4,902-85.9% | $3,333-79.2% | $11,596-94.0% |