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 7-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 | $5,814 | $115,882-95.0% | $100,516-94.2% | $158,922-96.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 198.12% | 34.79%+163.3pp | 30.89%+167.2pp | 302.83%-104.7pp |
| Employer contribution / active EE | $2,603 | $4,103-36.5% | $3,418-23.8% | $4,761-45.3% |
| Participant deferral / active EE | $3,235 | $6,674-51.5% | $6,270-48.4% | $5,982-45.9% |
| Admin fee / account holder | $652 | $10,995-94.1% | $8,081-91.9% | $11,246-94.2% |