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 | $8,463 | $65,561-87.1% | $86,188-90.2% | $75,163-88.7% |
| Participation rate | 51.1% | 60.5%-9.4pp | 69.0%-17.8pp | 67.2%-16.1pp |
| Annual return | 16.05% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $409 | $1,553-73.7% | $2,380-82.8% | $2,670-84.7% |
| Participant deferral / active EE | $1,305 | $3,024-56.8% | $3,985-67.2% | $4,125-68.4% |
| Admin fee / account holder | $446 | $5,474-91.8% | $6,852-93.5% | $5,651-92.1% |