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 9-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 | $7,610 | $108,642-93.0% | $74,701-89.8% | $152,861-95.0% |
| Participation rate | 60.0% | 65.3%-5.3pp | 54.5%+5.5pp | 82.4%-22.4pp |
| Annual return | 14.95% | 114.06%-99.1pp | 752.92%-738.0pp | 345.32%-330.4pp |
| Employer contribution / active EE | $769 | $1,503-48.8% | $1,084-29.0% | $4,762-83.9% |
| Participant deferral / active EE | $1,070 | $2,712-60.5% | $1,964-45.5% | $5,850-81.7% |
| Admin fee / account holder | $671 | $4,902-86.3% | $3,333-79.9% | $11,596-94.2% |