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 10-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 | $4,759 | $99,020-95.2% | $86,590-94.5% | $147,584-96.8% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 22.91% | 1312.34%-1289.4pp | 964.84%-941.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $28 | $3,132-99.1% | $2,839-99.0% | $4,876-99.4% |
| Participant deferral / active EE | $1,396 | $3,972-64.8% | $3,609-61.3% | $5,439-74.3% |
| Admin fee / account holder | $579 | $5,710-89.9% | $4,906-88.2% | $10,885-94.7% |