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 | $1,921 | $108,642-98.2% | $74,701-97.4% | $152,861-98.7% |
| Participation rate | 42.9% | 65.3%-22.5pp | 54.5%-11.6pp | 82.4%-39.6pp |
| Annual return | 21.80% | 114.06%-92.3pp | 752.92%-731.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $185 | $1,503-87.7% | $1,084-82.9% | $4,762-96.1% |
| Participant deferral / active EE | $188 | $2,712-93.1% | $1,964-90.4% | $5,850-96.8% |
| Admin fee / account holder | $475 | $4,902-90.3% | $3,333-85.7% | $11,596-95.9% |