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 | $36,825 | $137,414-73.2% | $189,513-80.6% | $85,850-57.1% |
| Participation rate | 40.0% | 84.6%-44.6pp | 87.8%-47.8pp | 69.3%-29.3pp |
| Annual return | 14.54% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,724 | $6,260-40.5% | $8,221-54.7% | $3,952-5.8% |
| Admin fee / account holder | $110,262 | $8,630+1177.7% | $12,045+815.4% | $6,260+1661.4% |