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 | $6,106 | $48,277-87.4% | $67,511-91.0% | $80,874-92.4% |
| Participation rate | 52.8% | 66.4%-13.6pp | 72.9%-20.1pp | 67.6%-14.9pp |
| Annual return | 14.43% | 18.27%-3.8pp | 3517.41%-3503.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $889 | $2,021-56.0% | $2,733-67.5% | $2,756-67.7% |
| Participant deferral / active EE | $1,323 | $2,926-54.8% | $4,000-66.9% | $4,297-69.2% |
| Admin fee / account holder | $1,079 | $3,687-70.7% | $3,999-73.0% | $6,935-84.4% |