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 3-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 | $5,475 | $109,904-95.0% | $97,167-94.4% | $145,959-96.2% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 34.57% | 243.43%-208.9pp | 75.27%-40.7pp | 561.95%-527.4pp |
| Employer contribution / active EE | $1,094 | $3,084-64.5% | $2,729-59.9% | $4,661-76.5% |
| Participant deferral / active EE | $3,758 | $4,676-19.6% | $4,264-11.9% | $6,689-43.8% |
| Admin fee / account holder | $5,514 | $6,216-11.3% | $5,650-2.4% | $13,398-58.8% |