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 | $4,954 | $48,230-89.7% | $67,502-92.7% | $80,856-93.9% |
| Participation rate | 69.7% | 66.4%+3.3pp | 72.9%-3.2pp | 67.6%+2.1pp |
| Annual return | 20.19% | 18.28%+1.9pp | 3512.12%-3491.9pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,068 | $2,020-47.1% | $2,731-60.9% | $2,755-61.2% |
| Participant deferral / active EE | $1,404 | $2,924-52.0% | $4,000-64.9% | $4,296-67.3% |
| Admin fee / account holder | $793 | $3,681-78.5% | $3,998-80.2% | $6,918-88.5% |