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 | $74,888-98.2% | $71,209-98.2% | $142,382-99.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 44.87% | 345.14%-300.3pp | 282.51%-237.6pp | 217.08%-172.2pp |
| Employer contribution / active EE | $645 | $2,854-77.4% | $2,721-76.3% | $4,299-85.0% |
| Participant deferral / active EE | $1,279 | $4,454-71.3% | $4,175-69.4% | $6,507-80.4% |
| Admin fee / account holder | $2,236 | $5,568-59.8% | $5,349-58.2% | $12,624-82.3% |