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 10-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 | $9,711 | $189,613-94.9% | $167,512-94.2% | $142,382-93.2% |
| Participation rate | 52.9% | 80.1%-27.2pp | 77.1%-24.1pp | 80.1%-27.2pp |
| Annual return | 11.86% | 2024.68%-2012.8pp | 1615.79%-1603.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $547 | $4,349-87.4% | $3,882-85.9% | $4,299-87.3% |
| Participant deferral / active EE | $1,781 | $6,981-74.5% | $6,405-72.2% | $6,507-72.6% |
| Admin fee / account holder | $27,426 | $10,528+160.5% | $9,769+180.7% | $12,624+117.3% |