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 | $7,967 | $103,376-92.3% | $87,100-90.9% | $152,861-94.8% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 41.64% | 28.10%+13.5pp | 28.19%+13.5pp | 345.32%-303.7pp |
| Employer contribution / active EE | $1,325 | $3,220-58.9% | $2,521-47.4% | $4,762-72.2% |
| Participant deferral / active EE | $2,418 | $4,778-49.4% | $4,049-40.3% | $5,850-58.7% |
| Admin fee / account holder | $404 | $12,205-96.7% | $7,497-94.6% | $11,596-96.5% |