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 9-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 | $5,772 | $104,106-94.5% | $71,086-91.9% | $135,375-95.7% |
| Participation rate | 9.5% | 65.7%-56.1pp | 54.7%-45.1pp | 82.6%-73.1pp |
| Annual return | 2237.50% | 1256.30%+981.2pp | 650.59%+1586.9pp | 519.73%+1717.8pp |
| Employer contribution / active EE | $66 | $1,485-95.5% | $1,088-93.9% | $4,779-98.6% |
| Participant deferral / active EE | $83 | $2,527-96.7% | $1,874-95.6% | $5,609-98.5% |
| Admin fee / account holder | $496 | $4,142-88.0% | $3,082-83.9% | $10,827-95.4% |