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 6-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 | $6,193 | $108,172-94.3% | $77,482-92.0% | $158,922-96.1% |
| Participation rate | 20.8% | 64.4%-43.6pp | 54.2%-33.4pp | 82.0%-61.1pp |
| Annual return | 37.54% | 31.67%+5.9pp | 54.79%-17.2pp | 302.83%-265.3pp |
| Employer contribution / active EE | $593 | $1,325-55.2% | $986-39.9% | $4,761-87.5% |
| Participant deferral / active EE | $1,024 | $2,456-58.3% | $1,861-45.0% | $5,982-82.9% |
| Admin fee / account holder | $487 | $3,708-86.9% | $2,858-83.0% | $11,246-95.7% |