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 9-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 | $6,051 | $30,588-80.2% | $53,898-88.8% | $85,563-92.9% |
| Participation rate | 41.6% | 26.3%+15.3pp | 55.0%-13.3pp | 66.0%-24.3pp |
| Annual return | 15.66% | 50.42%-34.8pp | 528.60%-512.9pp | 31.51%-15.9pp |
| Employer contribution / active EE | $52 | $436-88.2% | $932-94.5% | $2,654-98.1% |
| Participant deferral / active EE | $413 | $848-51.3% | $1,826-77.4% | $4,375-90.6% |
| Admin fee / account holder | $756 | $1,879-59.8% | $2,491-69.7% | $834-9.4% |