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 9-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 | $4,138 | $110,502-96.3% | $80,716-94.9% | $167,490-97.5% |
| Participation rate | 68.8% | 64.0%+4.8pp | 54.2%+14.6pp | 82.1%-13.4pp |
| Annual return | 11.18% | 120.54%-109.4pp | 87.28%-76.1pp | 478.56%-467.4pp |
| Employer contribution / active EE | $22 | $1,543-98.6% | $1,160-98.1% | $4,837-99.5% |
| Participant deferral / active EE | $416 | $2,871-85.5% | $2,146-80.6% | $6,341-93.4% |
| Admin fee / account holder | $312 | $4,545-93.1% | $3,380-90.8% | $12,309-97.5% |