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 | $7,327 | $77,899-90.6% | $149,673-95.1% | $75,163-90.3% |
| Participation rate | 49.1% | 65.6%-16.5pp | 78.8%-29.6pp | 67.2%-18.1pp |
| Annual return | 28.04% | 31.72%-3.7pp | 134.42%-106.4pp | 160.62%-132.6pp |
| Employer contribution / active EE | $1,314 | $3,137-58.1% | $4,818-72.7% | $2,670-50.8% |
| Participant deferral / active EE | $1,714 | $3,411-49.7% | $5,680-69.8% | $4,125-58.4% |
| Admin fee / account holder | $425 | $5,956-92.9% | $13,210-96.8% | $5,651-92.5% |