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 | $831 | $51,638-98.4% | $68,368-98.8% | $82,448-99.0% |
| Participation rate | 23.1% | 63.6%-40.5pp | 73.8%-50.7pp | 68.1%-45.0pp |
| Annual return | 22.27% | 37.53%-15.3pp | 292.57%-270.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $564 | $2,914-80.6% | $4,123-86.3% | $4,139-86.4% |
| Admin fee / account holder | $7,148 | $4,643+53.9% | $5,150+38.8% | $7,234-1.2% |