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 | $5,130 | $52,353-90.2% | $120,225-95.7% | $82,448-93.8% |
| Participation rate | 47.2% | 58.3%-11.1pp | 69.6%-22.4pp | 68.1%-20.8pp |
| Annual return | 20.86% | 61.85%-41.0pp | 439.23%-418.4pp | 41.64%-20.8pp |
| Employer contribution / active EE | $588 | $1,510-61.1% | $3,475-83.1% | $2,551-76.9% |
| Participant deferral / active EE | $740 | $2,627-71.8% | $3,999-81.5% | $4,139-82.1% |
| Admin fee / account holder | $599 | $4,363-86.3% | $5,696-89.5% | $7,234-91.7% |