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 | $2,678 | $57,590-95.3% | $86,233-96.9% | $82,448-96.8% |
| Participation rate | 57.9% | 57.9%0pp | 69.0%-11.1pp | 68.1%-10.2pp |
| Annual return | 127.58% | 22.41%+105.2pp | 61.39%+66.2pp | 41.64%+85.9pp |
| Employer contribution / active EE | $803 | $1,655-51.5% | $2,504-67.9% | $2,551-68.5% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $309 | $4,730-93.5% | $8,342-96.3% | $7,234-95.7% |