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 7-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 | $4,704 | $37,426-87.4% | $77,482-93.9% | $79,858-94.1% |
| Participation rate | 25.6% | 41.5%-15.9pp | 54.2%-28.5pp | 69.6%-44.0pp |
| Annual return | 156.26% | 39.70%+116.6pp | 54.79%+101.5pp | 31.71%+124.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,000 | $1,260-20.6% | $1,861-46.3% | $3,740-73.3% |
| Admin fee / account holder | $304 | $2,504-87.9% | $2,858-89.4% | $5,306-94.3% |