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 | $18,054 | $117,859-84.7% | $102,438-82.4% | $145,959-87.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 64.98% | 31.72%+33.3pp | 29.37%+35.6pp | 561.95%-497.0pp |
| Employer contribution / active EE | $1,914 | $3,615-47.0% | $3,024-36.7% | $4,661-58.9% |
| Participant deferral / active EE | $2,907 | $5,732-49.3% | $5,054-42.5% | $6,689-56.5% |
| Admin fee / account holder | $731 | $13,318-94.5% | $9,448-92.3% | $13,398-94.5% |