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 10-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 | $4,502 | $34,308-86.9% | $74,701-94.0% | $72,985-93.8% |
| Participation rate | 46.9% | 42.4%+4.5pp | 54.5%-7.6pp | 69.5%-22.6pp |
| Annual return | 23.86% | 26.58%-2.7pp | 752.92%-729.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $227 | $692-67.1% | $1,084-79.0% | $2,440-90.7% |
| Participant deferral / active EE | $805 | $1,271-36.7% | $1,964-59.0% | $3,607-77.7% |
| Admin fee / account holder | $549 | $2,124-74.1% | $3,333-83.5% | $5,124-89.3% |