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 | $8,424 | $108,642-92.2% | $74,701-88.7% | $152,861-94.5% |
| Participation rate | 54.5% | 65.3%-10.8pp | 54.5%+0.1pp | 82.4%-27.9pp |
| Annual return | 35.83% | 114.06%-78.2pp | 752.92%-717.1pp | 345.32%-309.5pp |
| Employer contribution / active EE | $1,106 | $1,503-26.4% | $1,084+2.0% | $4,762-76.8% |
| Participant deferral / active EE | $2,465 | $2,712-9.1% | $1,964+25.5% | $5,850-57.9% |
| Admin fee / account holder | $496 | $4,902-89.9% | $3,333-85.1% | $11,596-95.7% |