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 5-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 | $15,543 | $65,561-76.3% | $86,188-82.0% | $75,163-79.3% |
| Participation rate | 46.5% | 60.5%-14.0pp | 69.0%-22.4pp | 67.2%-20.7pp |
| Annual return | 15.38% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,037 | $1,553-33.2% | $2,380-56.4% | $2,670-61.1% |
| Participant deferral / active EE | $2,334 | $3,024-22.8% | $3,985-41.4% | $4,125-43.4% |
| Admin fee / account holder | $380 | $5,474-93.1% | $6,852-94.5% | $5,651-93.3% |