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 | $5,427 | $95,561-94.3% | $77,163-93.0% | $139,434-96.1% |
| Participation rate | 21.4% | 73.9%-52.5pp | 69.6%-48.1pp | 80.3%-58.9pp |
| Annual return | 26.30% | 54.92%-28.6pp | 37.87%-11.6pp | 372.94%-346.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $964 | $4,624-79.1% | $3,833-74.8% | $6,710-85.6% |
| Admin fee / account holder | $1,686 | $8,295-79.7% | $5,472-69.2% | $11,403-85.2% |