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 6-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 | $19,048 | $78,422-75.7% | $95,952-80.1% | $79,858-76.1% |
| Participation rate | 38.5% | 73.5%-35.0pp | 77.1%-38.6pp | 69.6%-31.2pp |
| Annual return | 233.57% | 19.37%+214.2pp | 91.61%+142.0pp | 31.71%+201.9pp |
| Employer contribution / active EE | $563 | $1,945-71.1% | $2,541-77.9% | $2,471-77.2% |
| Participant deferral / active EE | $2,329 | $3,440-32.3% | $4,167-44.1% | $3,740-37.7% |
| Admin fee / account holder | $416 | $5,622-92.6% | $6,795-93.9% | $5,306-92.2% |