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 | $14,493 | $100,754-85.6% | $86,677-83.3% | $134,475-89.2% |
| Participation rate | 46.2% | 78.9%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -17.29% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,022 | $5,338-43.4% | $4,656-35.1% | $6,400-52.8% |
| Admin fee / account holder | $24,423 | $10,926+123.5% | $7,493+225.9% | $11,426+113.8% |