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 | $15,023 | $183,963-91.8% | $162,163-90.7% | $152,861-90.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 38.43% | 150.76%-112.3pp | 115.59%-77.2pp | 345.32%-306.9pp |
| Employer contribution / active EE | $3,447 | $6,371-45.9% | $5,614-38.6% | $4,762-27.6% |
| Participant deferral / active EE | $11,216 | $8,034+39.6% | $7,298+53.7% | $5,850+91.7% |
| Admin fee / account holder | $1,337 | $13,121-89.8% | $10,843-87.7% | $11,596-88.5% |