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 | $4,262 | $169,032-97.5% | $129,207-96.7% | $145,922-97.1% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 13.28% | 14330.11%-14316.8pp | 9417.33%-9404.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $932 | $5,537-83.2% | $4,153-77.6% | $4,660-80.0% |
| Participant deferral / active EE | $932 | $4,987-81.3% | $4,168-77.6% | $6,688-86.1% |
| Admin fee / account holder | $2,840 | $9,954-71.5% | $7,715-63.2% | $13,397-78.8% |