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 | $9,508 | $61,272-84.5% | $149,673-93.6% | $71,457-86.7% |
| Participation rate | 29.5% | 62.5%-33.0pp | 78.8%-49.3pp | 67.9%-38.4pp |
| Annual return | 5531.40% | 35.85%+5495.6pp | 134.42%+5397.0pp | 28.85%+5502.6pp |
| Employer contribution / active EE | $512 | $2,378-78.5% | $4,818-89.4% | $2,588-80.2% |
| Participant deferral / active EE | $891 | $2,917-69.4% | $5,680-84.3% | $4,289-79.2% |
| Admin fee / account holder | $350 | $1,261-72.2% | $13,210-97.3% | $1,587-77.9% |