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 | $6,224 | $58,627-89.4% | $76,735-91.9% | $82,448-92.5% |
| Participation rate | 68.5% | 63.2%+5.3pp | 69.5%-1.0pp | 68.1%+0.5pp |
| Annual return | 21.06% | 39.10%-18.0pp | 29.77%-8.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $472 | $1,729-72.7% | $2,454-80.8% | $2,551-81.5% |
| Participant deferral / active EE | $1,308 | $3,134-58.3% | $4,088-68.0% | $4,139-68.4% |
| Admin fee / account holder | $1,046 | $5,323-80.4% | $7,189-85.5% | $7,234-85.5% |