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 | $8,706 | $61,272-85.8% | $149,673-94.2% | $71,457-87.8% |
| Participation rate | 34.6% | 62.5%-27.9pp | 78.8%-44.1pp | 67.9%-33.3pp |
| Annual return | 48.05% | 35.85%+12.2pp | 134.42%-86.4pp | 28.85%+19.2pp |
| Employer contribution / active EE | $590 | $2,378-75.2% | $4,818-87.8% | $2,588-77.2% |
| Participant deferral / active EE | $874 | $2,917-70.0% | $5,680-84.6% | $4,289-79.6% |
| Admin fee / account holder | $382 | $1,261-69.7% | $13,210-97.1% | $1,587-75.9% |