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 6-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 | $5,118 | $115,770-95.6% | $101,248-94.9% | $158,922-96.8% |
| Participation rate | 52.9% | 79.4%-26.4pp | 75.8%-22.9pp | 82.0%-29.0pp |
| Annual return | 69.53% | 56.14%+13.4pp | 46.47%+23.1pp | 302.83%-233.3pp |
| Employer contribution / active EE | $1,407 | $4,175-66.3% | $3,660-61.5% | $4,761-70.4% |
| Participant deferral / active EE | $1,493 | $4,957-69.9% | $4,370-65.8% | $5,982-75.0% |
| Admin fee / account holder | $458 | $7,245-93.7% | $5,945-92.3% | $11,246-95.9% |