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 | $21,599 | $125,758-82.8% | $169,993-87.3% | $75,163-71.3% |
| Participation rate | 48.3% | 83.6%-35.3pp | 87.0%-38.7pp | 67.2%-18.9pp |
| Annual return | 1222.54% | 27.20%+1195.3pp | 53.37%+1169.2pp | 160.62%+1061.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,941 | $6,837+1.5% | $10,408-33.3% | $4,125+68.3% |
| Admin fee / account holder | $977 | $8,173-88.0% | $12,815-92.4% | $5,651-82.7% |