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 | $13,021 | $163,101-92.0% | $136,749-90.5% | $142,382-90.9% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 15.24% | 27.54%-12.3pp | 24.33%-9.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,511 | $4,117-63.3% | $3,400-55.6% | $4,299-64.9% |
| Participant deferral / active EE | $1,598 | $5,585-71.4% | $4,692-65.9% | $6,507-75.4% |
| Admin fee / account holder | $429 | $14,318-97.0% | $11,386-96.2% | $12,624-96.6% |