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 | $6,262 | $81,248-92.3% | $155,509-96.0% | $80,856-92.3% |
| Participation rate | 38.4% | 66.2%-27.9pp | 78.2%-39.8pp | 67.6%-29.3pp |
| Annual return | 17.48% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $610 | $3,100-80.3% | $4,672-86.9% | $2,755-77.9% |
| Participant deferral / active EE | $951 | $3,452-72.4% | $5,626-83.1% | $4,296-77.9% |
| Admin fee / account holder | $456 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |