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 | $7,442 | $150,187-95.0% | $120,354-93.8% | $145,922-94.9% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-46.9pp |
| Annual return | 16.32% | 154.07%-137.7pp | 107.15%-90.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,963 | $4,348-31.8% | $3,463-14.4% | $4,660-36.4% |
| Participant deferral / active EE | $2,963 | $6,173-52.0% | $4,991-40.6% | $6,688-55.7% |
| Admin fee / account holder | $4,275 | $12,207-65.0% | $9,423-54.6% | $13,397-68.1% |