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 4-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 | $16,312 | $54,701-70.2% | $86,188-81.1% | $71,457-77.2% |
| Participation rate | 36.3% | 60.1%-23.8pp | 69.0%-32.7pp | 67.9%-31.6pp |
| Annual return | 99.29% | 20.06%+79.2pp | 1168.45%-1069.2pp | 28.85%+70.4pp |
| Employer contribution / active EE | $1,146 | $1,265-9.4% | $2,380-51.9% | $2,588-55.7% |
| Participant deferral / active EE | $1,789 | $3,108-42.5% | $3,985-55.1% | $4,289-58.3% |
| Admin fee / account holder | $979 | $1,922-49.1% | $6,852-85.7% | $1,587-38.3% |