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 6-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 | $10,001 | $102,604-90.3% | $86,188-88.4% | $139,434-92.8% |
| Participation rate | 35.3% | 74.5%-39.2pp | 69.0%-33.7pp | 80.3%-45.0pp |
| Annual return | 23.46% | 1922.51%-1899.0pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,423 | $4,676-69.6% | $3,985-64.3% | $6,710-78.8% |
| Admin fee / account holder | $801 | $8,657-90.7% | $6,852-88.3% | $11,403-93.0% |