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 | $4,995 | $26,114-80.9% | $58,482-91.5% | $74,419-93.3% |
| Participation rate | 22.3% | 32.1%-9.9pp | 50.9%-28.6pp | 70.7%-48.5pp |
| Annual return | 33.06% | 32.51%+0.5pp | 4239.32%-4206.3pp | 34.38%-1.3pp |
| Employer contribution / active EE | $360 | $536-32.8% | $1,053-65.8% | $2,637-86.3% |
| Participant deferral / active EE | $482 | $1,075-55.1% | $1,924-74.9% | $4,528-89.3% |
| Admin fee / account holder | $335 | $649-48.4% | $2,516-86.7% | $348-3.8% |