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 | $891 | $67,823-98.7% | $52,425-98.3% | $137,256-99.4% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 12.11% | 219.11%-207.0pp | 302.12%-290.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $158 | $1,163-86.4% | $914-82.7% | $4,156-96.2% |
| Participant deferral / active EE | $535 | $2,288-76.6% | $1,790-70.1% | $6,407-91.6% |
| Admin fee / account holder | $347 | $2,844-87.8% | $2,495-86.1% | $12,270-97.2% |