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 | $4,053 | $149,734-97.3% | $118,925-96.6% | $158,922-97.4% |
| Participation rate | 31.6% | 82.1%-50.5pp | 75.4%-43.8pp | 82.0%-50.4pp |
| Annual return | 83.69% | 19.95%+63.7pp | 35.88%+47.8pp | 302.83%-219.1pp |
| Employer contribution / active EE | $943 | $4,115-77.1% | $3,263-71.1% | $4,761-80.2% |
| Participant deferral / active EE | $1,576 | $5,223-69.8% | $4,265-63.1% | $5,982-73.7% |
| Admin fee / account holder | $2,919 | $8,603-66.1% | $6,581-55.6% | $11,246-74.0% |