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 | $3,899 | $51,576-92.4% | $129,207-97.0% | $80,856-95.2% |
| Participation rate | 25.5% | 57.0%-31.5pp | 69.6%-44.2pp | 67.6%-42.2pp |
| Annual return | 40.42% | 20.81%+19.6pp | 9417.33%-9376.9pp | 35.59%+4.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $947 | $2,669-64.5% | $4,168-77.3% | $4,296-77.9% |
| Admin fee / account holder | $576 | $4,305-86.6% | $7,715-92.5% | $6,918-91.7% |