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 8-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 | $6,735 | $77,813-91.3% | $123,544-94.5% | $64,186-89.5% |
| Participation rate | 49.3% | 74.7%-25.4pp | 82.3%-33.0pp | 69.6%-20.3pp |
| Annual return | 6.26% | 12.48%-6.2pp | 119.20%-112.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,686 | $5,240-48.7% | $6,426-58.2% | $3,470-22.6% |
| Admin fee / account holder | $635 | $5,519-88.5% | $9,284-93.2% | $4,888-87.0% |