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 | $5,673 | $88,594-93.6% | $70,092-91.9% | $134,475-95.8% |
| Participation rate | 57.9% | 74.9%-17.0pp | 70.5%-12.6pp | 81.2%-23.3pp |
| Annual return | 93.43% | 442.67%-349.2pp | 190.73%-97.3pp | 417.96%-324.5pp |
| Employer contribution / active EE | $1,342 | $3,233-58.5% | $2,559-47.5% | $4,740-71.7% |
| Participant deferral / active EE | $1,210 | $4,772-74.6% | $3,849-68.6% | $6,400-81.1% |
| Admin fee / account holder | $600 | $10,441-94.3% | $6,267-90.4% | $11,426-94.7% |