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 | $7,936 | $51,576-84.6% | $129,207-93.9% | $80,856-90.2% |
| Participation rate | 46.3% | 57.0%-10.7pp | 69.6%-23.3pp | 67.6%-21.4pp |
| Annual return | 14.14% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,756 | $2,669-34.2% | $4,168-57.9% | $4,296-59.1% |
| Admin fee / account holder | $1,460 | $4,305-66.1% | $7,715-81.1% | $6,918-78.9% |