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 | $15,005 | $115,770-87.0% | $101,248-85.2% | $158,922-90.6% |
| Participation rate | 54.2% | 79.4%-25.2pp | 75.8%-21.6pp | 82.0%-27.8pp |
| Annual return | 322.56% | 56.14%+266.4pp | 46.47%+276.1pp | 302.83%+19.7pp |
| Employer contribution / active EE | $1,916 | $4,175-54.1% | $3,660-47.7% | $4,761-59.8% |
| Participant deferral / active EE | $2,653 | $4,957-46.5% | $4,370-39.3% | $5,982-55.6% |
| Admin fee / account holder | $403 | $7,245-94.4% | $5,945-93.2% | $11,246-96.4% |