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 | $1,788 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 60.9% | 75.4%-14.5pp | 69.6%-8.7pp | 80.0%-19.1pp |
| Annual return | 18.33% | 605.68%-587.4pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3 | $4,350-99.9% | $3,475-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $1,283 | $4,655-72.4% | $3,999-67.9% | $6,407-80.0% |
| Admin fee / account holder | $463 | $6,348-92.7% | $5,696-91.9% | $12,270-96.2% |