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 3-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 | $6,863 | $189,613-96.4% | $167,512-95.9% | $142,382-95.2% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 23.76% | 2024.68%-2000.9pp | 1615.79%-1592.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $714 | $4,349-83.6% | $3,882-81.6% | $4,299-83.4% |
| Participant deferral / active EE | $1,190 | $6,981-83.0% | $6,405-81.4% | $6,507-81.7% |
| Admin fee / account holder | $1,011 | $10,528-90.4% | $9,769-89.7% | $12,624-92.0% |