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 6-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 | $6,429 | $109,817-94.1% | $98,442-93.5% | $167,490-96.2% |
| Participation rate | 45.0% | 75.8%-30.8pp | 73.3%-28.3pp | 82.1%-37.1pp |
| Annual return | 11.89% | 1956.69%-1944.8pp | 1492.73%-1480.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,017 | $3,224-68.4% | $2,960-65.6% | $4,837-79.0% |
| Participant deferral / active EE | $2,048 | $4,673-56.2% | $4,276-52.1% | $6,341-67.7% |
| Admin fee / account holder | $1,378 | $6,753-79.6% | $5,949-76.8% | $12,309-88.8% |