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 | $3,522 | $156,846-97.8% | $121,098-97.1% | $139,434-97.5% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 14.08% | 1474.56%-1460.5pp | 985.75%-971.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $854 | $5,536-84.6% | $4,164-79.5% | $4,751-82.0% |
| Participant deferral / active EE | $854 | $4,844-82.4% | $4,080-79.1% | $6,710-87.3% |
| Admin fee / account holder | $2,889 | $6,946-58.4% | $5,644-48.8% | $11,403-74.7% |