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 7-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 | $11,540 | $176,377-93.5% | $134,143-91.4% | $158,922-92.7% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | 43.07% | 63.63%-20.6pp | 36.33%+6.7pp | 302.83%-259.8pp |
| Employer contribution / active EE | $653 | $5,040-87.0% | $3,704-82.4% | $4,761-86.3% |
| Participant deferral / active EE | $3,047 | $4,091-25.5% | $3,499-12.9% | $5,982-49.1% |
| Admin fee / account holder | $542 | $8,718-93.8% | $6,684-91.9% | $11,246-95.2% |