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 4-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 | $9,358 | $108,919-91.4% | $100,391-90.7% | $145,922-93.6% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 52.75% | 57.88%-5.1pp | 49.20%+3.5pp | 561.29%-508.5pp |
| Employer contribution / active EE | $9,341 | $4,419+111.4% | $3,942+137.0% | $4,660+100.5% |
| Participant deferral / active EE | $18,728 | $8,445+121.8% | $8,082+131.7% | $6,688+180.0% |
| Admin fee / account holder | $6,297 | $9,689-35.0% | $7,899-20.3% | $13,397-53.0% |