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 | $5,920 | $84,696-93.0% | $75,696-92.2% | $167,490-96.5% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.8%-49.8pp | 82.1%-57.1pp |
| Annual return | 21.27% | 199.36%-178.1pp | 104.53%-83.3pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,072 | $3,230-66.8% | $2,743-60.9% | $4,837-77.8% |
| Participant deferral / active EE | $5,118 | $4,580+11.8% | $3,821+33.9% | $6,341-19.3% |
| Admin fee / account holder | $812 | $5,355-84.8% | $3,619-77.6% | $12,309-93.4% |