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 | $14,331 | $115,770-87.6% | $101,248-85.8% | $158,922-91.0% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 29.09% | 56.14%-27.1pp | 46.47%-17.4pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,368 | $4,175-67.2% | $3,660-62.6% | $4,761-71.3% |
| Participant deferral / active EE | $2,019 | $4,957-59.3% | $4,370-53.8% | $5,982-66.3% |
| Admin fee / account holder | $1,079 | $7,245-85.1% | $5,945-81.8% | $11,246-90.4% |