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 5-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 | $3,223 | $108,919-97.0% | $100,391-96.8% | $145,922-97.8% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 14.99% | 57.88%-42.9pp | 49.20%-34.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,237 | $4,419-49.4% | $3,942-43.3% | $4,660-52.0% |
| Participant deferral / active EE | $2,871 | $8,445-66.0% | $8,082-64.5% | $6,688-57.1% |
| Admin fee / account holder | $3,270 | $9,689-66.3% | $7,899-58.6% | $13,397-75.6% |