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 | $3,612 | $81,248-95.6% | $155,509-97.7% | $80,856-95.5% |
| Participation rate | 44.1% | 66.2%-22.1pp | 78.2%-34.1pp | 67.6%-23.5pp |
| Annual return | 16.70% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $963 | $3,452-72.1% | $5,626-82.9% | $4,296-77.6% |
| Admin fee / account holder | $564 | $7,997-92.9% | $15,912-96.5% | $6,918-91.8% |