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 | $9,536 | $114,047-91.6% | $96,139-90.1% | $167,490-94.3% |
| Participation rate | 58.3% | 75.1%-16.7pp | 68.4%-10.1pp | 82.1%-23.8pp |
| Annual return | 12.98% | 189.88%-176.9pp | 191.94%-179.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,663 | $3,427-51.5% | $2,797-40.5% | $4,837-65.6% |
| Participant deferral / active EE | $1,336 | $5,194-74.3% | $4,349-69.3% | $6,341-78.9% |
| Admin fee / account holder | $404 | $6,897-94.1% | $5,537-92.7% | $12,309-96.7% |