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 | $4,755 | $70,669-93.3% | $169,368-97.2% | $75,163-93.7% |
| Participation rate | 67.7% | 64.8%+3.0pp | 77.1%-9.4pp | 67.2%+0.6pp |
| Annual return | 29.92% | 36.36%-6.4pp | 405.60%-375.7pp | 160.62%-130.7pp |
| Employer contribution / active EE | $1,324 | $2,211-40.1% | $4,013-67.0% | $2,670-50.4% |
| Participant deferral / active EE | $1,841 | $4,311-57.3% | $6,221-70.4% | $4,125-55.4% |
| Admin fee / account holder | $811 | $5,402-85.0% | $9,003-91.0% | $5,651-85.6% |