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 | $7,901 | $169,161-95.3% | $129,295-93.9% | $145,959-94.6% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 13.27% | 14348.07%-14334.8pp | 9429.28%-9416.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $226 | $5,543-95.9% | $4,157-94.6% | $4,661-95.2% |
| Participant deferral / active EE | $517 | $4,989-89.6% | $4,169-87.6% | $6,689-92.3% |
| Admin fee / account holder | $4,228 | $9,878-57.2% | $7,665-44.8% | $13,398-68.4% |