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 | $6,965 | $117,841-94.1% | $102,423-93.2% | $145,922-95.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 442.92% | 31.65%+411.3pp | 29.32%+413.6pp | 561.29%-118.4pp |
| Employer contribution / active EE | $1,432 | $3,615-60.4% | $3,023-52.6% | $4,660-69.3% |
| Participant deferral / active EE | $3,308 | $5,731-42.3% | $5,053-34.5% | $6,688-50.5% |
| Admin fee / account holder | $7,080 | $13,326-46.9% | $9,451-25.1% | $13,397-47.2% |