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 8-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 | $3,713 | $102,966-96.4% | $90,281-95.9% | $152,861-97.6% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 81.65% | 95.16%-13.5pp | 78.10%+3.6pp | 345.32%-263.7pp |
| Employer contribution / active EE | $1,025 | $3,139-67.3% | $2,854-64.1% | $4,762-78.5% |
| Participant deferral / active EE | $2,313 | $4,281-46.0% | $3,885-40.5% | $5,850-60.5% |
| Admin fee / account holder | $855 | $6,171-86.1% | $5,351-84.0% | $11,596-92.6% |