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 | $4,610 | $110,502-95.8% | $80,716-94.3% | $167,490-97.2% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 13.24% | 120.54%-107.3pp | 87.28%-74.0pp | 478.56%-465.3pp |
| Employer contribution / active EE | $165 | $1,543-89.3% | $1,160-85.8% | $4,837-96.6% |
| Participant deferral / active EE | $658 | $2,871-77.1% | $2,146-69.3% | $6,341-89.6% |
| Admin fee / account holder | $709 | $4,545-84.4% | $3,380-79.0% | $12,309-94.2% |