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 5-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 | $8,892 | $102,966-91.4% | $90,281-90.2% | $152,861-94.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 36.96% | 95.16%-58.2pp | 78.10%-41.1pp | 345.32%-308.4pp |
| Employer contribution / active EE | $2,160 | $3,139-31.2% | $2,854-24.3% | $4,762-54.6% |
| Participant deferral / active EE | $3,737 | $4,281-12.7% | $3,885-3.8% | $5,850-36.1% |
| Admin fee / account holder | $396 | $6,171-93.6% | $5,351-92.6% | $11,596-96.6% |