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 5-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 | $4,533 | $55,415-91.8% | $155,509-97.1% | $74,495-93.9% |
| Participation rate | 63.9% | 61.9%+2.0pp | 78.2%-14.3pp | 67.2%-3.3pp |
| Annual return | 712.33% | 268.50%+443.8pp | 64.67%+647.7pp | 1364.94%-652.6pp |
| Employer contribution / active EE | $782 | $2,267-65.5% | $4,672-83.3% | $2,623-70.2% |
| Participant deferral / active EE | $1,065 | $2,836-62.4% | $5,626-81.1% | $4,346-75.5% |
| Admin fee / account holder | $1,324 | $1,738-23.9% | $15,912-91.7% | $1,942-31.8% |