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 7-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 | $1,026 | $127,264-99.2% | $109,895-99.1% | $167,490-99.4% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.2%-28.1pp | 82.1%-36.0pp |
| Annual return | 11.29% | 22.97%-11.7pp | 29.45%-18.2pp | 478.56%-467.3pp |
| Employer contribution / active EE | $587 | $3,322-82.3% | $2,842-79.3% | $4,837-87.9% |
| Participant deferral / active EE | $778 | $4,514-82.8% | $4,048-80.8% | $6,341-87.7% |
| Admin fee / account holder | $310 | $7,114-95.6% | $6,066-94.9% | $12,309-97.5% |