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 | $470 | $27,915-98.3% | $58,482-99.2% | $75,163-99.4% |
| Participation rate | 32.1% | 38.8%-6.7pp | 50.9%-18.7pp | 67.2%-35.0pp |
| Annual return | 25.81% | 44.20%-18.4pp | 4239.32%-4213.5pp | 160.62%-134.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $290 | $1,201-75.9% | $1,924-84.9% | $4,125-93.0% |
| Admin fee / account holder | $476 | $1,726-72.4% | $2,516-81.1% | $5,651-91.6% |