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 | $6,735 | $57,281-88.2% | $86,612-92.2% | $75,163-91.0% |
| Participation rate | 29.8% | 63.2%-33.4pp | 71.7%-41.9pp | 67.2%-37.4pp |
| Annual return | 28.00% | 2670.75%-2642.7pp | 591.07%-563.1pp | 160.62%-132.6pp |
| Employer contribution / active EE | $433 | $2,314-81.3% | $3,022-85.7% | $2,670-83.8% |
| Participant deferral / active EE | $891 | $3,318-73.1% | $4,438-79.9% | $4,125-78.4% |
| Admin fee / account holder | $466 | $4,112-88.7% | $5,614-91.7% | $5,651-91.8% |