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 | $15,876 | $78,422-79.8% | $95,952-83.5% | $79,858-80.1% |
| Participation rate | 61.1% | 73.5%-12.4pp | 77.1%-16.0pp | 69.6%-8.5pp |
| Annual return | 150.18% | 19.37%+130.8pp | 91.61%+58.6pp | 31.71%+118.5pp |
| Employer contribution / active EE | $1,695 | $1,945-12.9% | $2,541-33.3% | $2,471-31.4% |
| Participant deferral / active EE | $3,355 | $3,440-2.5% | $4,167-19.5% | $3,740-10.3% |
| Admin fee / account holder | $744 | $5,622-86.8% | $6,795-89.1% | $5,306-86.0% |