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 10-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 | $7,224 | $98,240-92.6% | $82,313-91.2% | $147,584-95.1% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 303.41% | 30.85%+272.6pp | 25.88%+277.5pp | 578.55%-275.1pp |
| Employer contribution / active EE | $1,357 | $3,192-57.5% | $2,428-44.1% | $4,876-72.2% |
| Participant deferral / active EE | $1,719 | $4,383-60.8% | $3,706-53.6% | $5,439-68.4% |
| Admin fee / account holder | $368 | $8,563-95.7% | $5,608-93.4% | $10,885-96.6% |