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 | $7,648 | $102,604-92.5% | $86,188-91.1% | $139,434-94.5% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 13.95% | 1922.51%-1908.6pp | 1168.45%-1154.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,276 | $3,032-57.9% | $2,380-46.4% | $4,751-73.1% |
| Participant deferral / active EE | $2,081 | $4,676-55.5% | $3,985-47.8% | $6,710-69.0% |
| Admin fee / account holder | $18,654 | $8,657+115.5% | $6,852+172.3% | $11,403+63.6% |