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 | $5,332 | $106,890-95.0% | $84,015-93.7% | $152,861-96.5% |
| Participation rate | 7.1% | 75.2%-68.1pp | 69.0%-61.9pp | 82.4%-75.3pp |
| Annual return | 435.79% | 104.99%+330.8pp | 71.31%+364.5pp | 345.32%+90.5pp |
| Employer contribution / active EE | $484 | $2,734-82.3% | $1,983-75.6% | $4,762-89.8% |
| Participant deferral / active EE | $1,376 | $4,011-65.7% | $3,239-57.5% | $5,850-76.5% |
| Admin fee / account holder | $14,623 | $8,285+76.5% | $6,101+139.7% | $11,596+26.1% |