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 8-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 | $2,260 | $176,056-98.7% | $159,436-98.6% | $167,490-98.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 18.96% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,055 | $5,297-80.1% | $4,829-78.1% | $4,837-78.2% |
| Participant deferral / active EE | $2,704 | $7,750-65.1% | $7,352-63.2% | $6,341-57.4% |
| Admin fee / account holder | $7,749 | $12,554-38.3% | $10,799-28.2% | $12,309-37.1% |