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 | $109,982-95.0% | $97,226-94.4% | $145,922-96.2% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 34.57% | 242.90%-208.3pp | 75.13%-40.6pp | 561.29%-526.7pp |
| Employer contribution / active EE | $1,094 | $3,084-64.5% | $2,729-59.9% | $4,660-76.5% |
| Participant deferral / active EE | $3,758 | $4,676-19.6% | $4,264-11.9% | $6,688-43.8% |
| Admin fee / account holder | $5,514 | $6,221-11.4% | $5,654-2.5% | $13,397-58.8% |