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 | $4,315 | $34,308-87.4% | $74,701-94.2% | $72,985-94.1% |
| Participation rate | 21.1% | 42.4%-21.3pp | 54.5%-33.3pp | 69.5%-48.4pp |
| Annual return | 28.79% | 26.58%+2.2pp | 752.92%-724.1pp | 81.00%-52.2pp |
| Employer contribution / active EE | $318 | $692-54.0% | $1,084-70.6% | $2,440-87.0% |
| Participant deferral / active EE | $576 | $1,271-54.7% | $1,964-70.7% | $3,607-84.0% |
| Admin fee / account holder | $461 | $2,124-78.3% | $3,333-86.2% | $5,124-91.0% |