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 | $169,032-95.3% | $129,207-93.9% | $145,922-94.6% |
| Participation rate | 14.3% | 76.4%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 13.27% | 14330.11%-14316.8pp | 9417.33%-9404.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $226 | $5,537-95.9% | $4,153-94.6% | $4,660-95.2% |
| Participant deferral / active EE | $517 | $4,987-89.6% | $4,168-87.6% | $6,688-92.3% |
| Admin fee / account holder | $4,228 | $9,954-57.5% | $7,715-45.2% | $13,397-68.4% |