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 7-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 | $6,028 | $34,308-82.4% | $74,701-91.9% | $72,985-91.7% |
| Participation rate | 27.8% | 42.4%-14.6pp | 54.5%-26.7pp | 69.5%-41.7pp |
| Annual return | 43.99% | 26.58%+17.4pp | 752.92%-708.9pp | 81.00%-37.0pp |
| Employer contribution / active EE | $607 | $692-12.2% | $1,084-44.0% | $2,440-75.1% |
| Participant deferral / active EE | $741 | $1,271-41.7% | $1,964-62.3% | $3,607-79.5% |
| Admin fee / account holder | $360 | $2,124-83.1% | $3,333-89.2% | $5,124-93.0% |