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 5-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 | $1,315 | $72,071-98.2% | $68,368-98.1% | $137,256-99.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 44.87% | 353.14%-308.3pp | 292.57%-247.7pp | 220.34%-175.5pp |
| Employer contribution / active EE | $645 | $2,788-76.9% | $2,649-75.7% | $4,156-84.5% |
| Participant deferral / active EE | $1,279 | $4,410-71.0% | $4,123-69.0% | $6,407-80.0% |
| Admin fee / account holder | $2,236 | $5,336-58.1% | $5,150-56.6% | $12,270-81.8% |