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 3-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 | $7,400 | $210,648-96.5% | $177,989-95.8% | $145,922-94.9% |
| Participation rate | 69.2% | 80.8%-11.5pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 17.13% | 385.86%-368.7pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,728 | $4,565-62.1% | $3,949-56.2% | $4,660-62.9% |
| Participant deferral / active EE | $3,229 | $6,958-53.6% | $6,276-48.5% | $6,688-51.7% |
| Admin fee / account holder | $1,861 | $12,013-84.5% | $10,363-82.0% | $13,397-86.1% |