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 | $9,648 | $104,251-90.7% | $91,001-89.4% | $147,584-93.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 402.09% | 27.06%+375.0pp | 4.60%+397.5pp | 578.55%-176.5pp |
| Employer contribution / active EE | $1,054 | $3,116-66.2% | $2,456-57.1% | $4,876-78.4% |
| Participant deferral / active EE | $1,767 | $4,195-57.9% | $3,547-50.2% | $5,439-67.5% |
| Admin fee / account holder | $1,596 | $8,948-82.2% | $5,417-70.5% | $10,885-85.3% |