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 | $13,865 | $115,770-88.0% | $101,248-86.3% | $158,922-91.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 41.40% | 56.14%-14.7pp | 46.47%-5.1pp | 302.83%-261.4pp |
| Employer contribution / active EE | $1,706 | $4,175-59.1% | $3,660-53.4% | $4,761-64.2% |
| Participant deferral / active EE | $3,350 | $4,957-32.4% | $4,370-23.3% | $5,982-44.0% |
| Admin fee / account holder | $375 | $7,245-94.8% | $5,945-93.7% | $11,246-96.7% |