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 | $12,033 | $159,602-92.5% | $150,045-92.0% | $142,382-91.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 29.99% | 70.24%-40.3pp | 62.55%-32.6pp | 217.08%-187.1pp |
| Employer contribution / active EE | $2,561 | $4,961-48.4% | $4,693-45.4% | $4,299-40.4% |
| Participant deferral / active EE | $11,021 | $8,310+32.6% | $7,997+37.8% | $6,507+69.4% |
| Admin fee / account holder | $45,483 | $14,846+206.4% | $13,435+238.5% | $12,624+260.3% |