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 | $2,259 | $88,751-97.5% | $81,812-97.2% | $145,922-98.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 24.08% | 1025.40%-1001.3pp | 773.79%-749.7pp | 561.29%-537.2pp |
| Employer contribution / active EE | $498 | $3,083-83.8% | $2,912-82.9% | $4,660-89.3% |
| Participant deferral / active EE | $4,778 | $4,643+2.9% | $4,319+10.6% | $6,688-28.6% |
| Admin fee / account holder | $12,598 | $8,415+49.7% | $7,386+70.6% | $13,397-6.0% |