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 | $15,331 | $79,171-80.6% | $102,423-85.0% | $74,495-79.4% |
| Participation rate | 47.1% | 74.8%-27.7pp | 76.5%-29.4pp | 67.2%-20.1pp |
| Annual return | 29.28% | 54.93%-25.7pp | 29.32%0pp | 1364.94%-1335.7pp |
| Employer contribution / active EE | $917 | $2,362-61.2% | $3,023-69.7% | $2,623-65.1% |
| Participant deferral / active EE | $2,654 | $4,415-39.9% | $5,053-47.5% | $4,346-38.9% |
| Admin fee / account holder | $2,056 | $2,001+2.7% | $9,451-78.2% | $1,942+5.9% |