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 | $13,568 | $65,561-79.3% | $86,188-84.3% | $75,163-81.9% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.0%-3.4pp | 67.2%-1.7pp |
| Annual return | 42.14% | 46.05%-3.9pp | 1168.45%-1126.3pp | 160.62%-118.5pp |
| Employer contribution / active EE | $3,388 | $1,553+118.2% | $2,380+42.3% | $2,670+26.9% |
| Participant deferral / active EE | $6,601 | $3,024+118.3% | $3,985+65.6% | $4,125+60.0% |
| Admin fee / account holder | $377 | $5,474-93.1% | $6,852-94.5% | $5,651-93.3% |