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 | $6,133 | $57,016-89.2% | $84,966-92.8% | $80,856-92.4% |
| Participation rate | 27.3% | 56.3%-29.1pp | 67.5%-40.2pp | 67.6%-40.4pp |
| Annual return | 25.19% | 21.66%+3.5pp | 66.38%-41.2pp | 35.59%-10.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,639 | $3,110-47.3% | $4,519-63.7% | $4,296-61.9% |
| Admin fee / account holder | $2,872 | $4,980-42.3% | $6,149-53.3% | $6,918-58.5% |