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 | $10,389 | $189,613-94.5% | $167,512-93.8% | $142,382-92.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 23.11% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,323 | $4,349-46.6% | $3,882-40.2% | $4,299-46.0% |
| Participant deferral / active EE | $5,337 | $6,981-23.6% | $6,405-16.7% | $6,507-18.0% |
| Admin fee / account holder | $10,790 | $10,528+2.5% | $9,769+10.5% | $12,624-14.5% |