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 | $19,878 | $226,064-91.2% | $182,532-89.1% | $152,861-87.0% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.0%-31.8pp | 82.4%-36.3pp |
| Annual return | 27.88% | 192.51%-164.6pp | 148.54%-120.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $628 | $4,978-87.4% | $4,076-84.6% | $4,762-86.8% |
| Participant deferral / active EE | $1,345 | $6,368-78.9% | $5,524-75.7% | $5,850-77.0% |
| Admin fee / account holder | $417 | $10,703-96.1% | $8,592-95.1% | $11,596-96.4% |