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 | $7,770 | $189,613-95.9% | $167,512-95.4% | $142,382-94.5% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.1%-77.1pp | 80.1%-80.1pp |
| Annual return | 11.16% | 2024.68%-2013.5pp | 1615.79%-1604.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,233 | $4,349-71.6% | $3,882-68.2% | $4,299-71.3% |
| Participant deferral / active EE | $2,187 | $6,981-68.7% | $6,405-65.9% | $6,507-66.4% |
| Admin fee / account holder | $384 | $10,528-96.4% | $9,769-96.1% | $12,624-97.0% |