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 8-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 | $4,661 | $102,966-95.5% | $90,281-94.8% | $152,861-97.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 57.40% | 95.16%-37.8pp | 78.10%-20.7pp | 345.32%-287.9pp |
| Employer contribution / active EE | $695 | $3,139-77.9% | $2,854-75.6% | $4,762-85.4% |
| Participant deferral / active EE | $1,505 | $4,281-64.9% | $3,885-61.3% | $5,850-74.3% |
| Admin fee / account holder | $1,570 | $6,171-74.6% | $5,351-70.7% | $11,596-86.5% |