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 9-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 | $7,260 | $144,119-95.0% | $117,854-93.8% | $147,584-95.1% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 29.13% | 531.15%-502.0pp | 335.08%-305.9pp | 578.55%-549.4pp |
| Employer contribution / active EE | $1,404 | $4,896-71.3% | $3,786-62.9% | $4,876-71.2% |
| Participant deferral / active EE | $3,146 | $5,316-40.8% | $4,482-29.8% | $5,439-42.1% |
| Admin fee / account holder | $1,410 | $10,886-87.1% | $8,020-82.4% | $10,885-87.1% |