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 | $9,321 | $48,335-80.7% | $121,098-92.3% | $71,457-87.0% |
| Participation rate | 17.5% | 54.3%-36.7pp | 69.5%-51.9pp | 67.9%-50.4pp |
| Annual return | 21.44% | 23.32%-1.9pp | 985.75%-964.3pp | 28.85%-7.4pp |
| Employer contribution / active EE | $452 | $1,489-69.6% | $4,164-89.1% | $2,588-82.5% |
| Participant deferral / active EE | $919 | $2,754-66.6% | $4,080-77.5% | $4,289-78.6% |
| Admin fee / account holder | $425 | $1,841-76.9% | $5,644-92.5% | $1,587-73.2% |