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 | $11,486 | $76,050-84.9% | $96,544-88.1% | $71,457-83.9% |
| Participation rate | 40.8% | 74.4%-33.6pp | 76.0%-35.2pp | 67.9%-27.1pp |
| Annual return | 100.99% | 22.81%+78.2pp | 25.84%+75.2pp | 28.85%+72.1pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,225 | $4,215-47.2% | $4,851-54.1% | $4,289-48.1% |
| Admin fee / account holder | $1,055 | $2,707-61.0% | $8,252-87.2% | $1,587-33.5% |