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 4-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 | $9,464 | $202,432-95.3% | $169,368-94.4% | $139,434-93.2% |
| Participation rate | 56.3% | 81.1%-24.8pp | 77.1%-20.9pp | 80.3%-24.1pp |
| Annual return | 18.81% | 531.74%-512.9pp | 405.60%-386.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,044 | $4,692-77.7% | $4,013-74.0% | $4,751-78.0% |
| Participant deferral / active EE | $1,636 | $6,938-76.4% | $6,221-73.7% | $6,710-75.6% |
| Admin fee / account holder | $746 | $10,708-93.0% | $9,003-91.7% | $11,403-93.5% |