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 6-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 | $1,387 | $25,972-94.7% | - | $72,985-98.1% |
| Participation rate | 6.6% | 52.8%-46.2pp | - | 69.5%-62.9pp |
| Annual return | 40.79% | 20.47%+20.3pp | - | 81.00%-40.2pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,440-100.0% |
| Participant deferral / active EE | $223 | $2,560-91.3% | - | $3,607-93.8% |
| Admin fee / account holder | $3,063 | $2,104+45.6% | - | $5,124-40.2% |