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 | $14,974 | $65,561-77.2% | $86,188-82.6% | $75,163-80.1% |
| Participation rate | 56.1% | 60.5%-4.4pp | 69.0%-12.9pp | 67.2%-11.1pp |
| Annual return | 31.34% | 46.05%-14.7pp | 1168.45%-1137.1pp | 160.62%-129.3pp |
| Employer contribution / active EE | $1,393 | $1,553-10.3% | $2,380-41.5% | $2,670-47.8% |
| Participant deferral / active EE | $3,053 | $3,024+1.0% | $3,985-23.4% | $4,125-26.0% |
| Admin fee / account holder | $459 | $5,474-91.6% | $6,852-93.3% | $5,651-91.9% |