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 | $462 | $67,823-99.3% | $52,425-99.1% | $137,256-99.7% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 15.29% | 219.11%-203.8pp | 302.12%-286.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $459 | $1,163-60.6% | $914-49.8% | $4,156-89.0% |
| Participant deferral / active EE | $459 | $2,288-80.0% | $1,790-74.4% | $6,407-92.8% |
| Admin fee / account holder | $4,400 | $2,844+54.7% | $2,495+76.3% | $12,270-64.1% |