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 | $8,154 | $150,440-94.6% | $136,294-94.0% | $147,584-94.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 602.52% | 1049.08%-446.6pp | 5155.94%-4553.4pp | 578.55%+24.0pp |
| Employer contribution / active EE | $1,387 | $5,256-73.6% | $4,695-70.5% | $4,876-71.6% |
| Participant deferral / active EE | $2,139 | $6,630-67.7% | $6,247-65.8% | $5,439-60.7% |
| Admin fee / account holder | $988 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |