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 3-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 | $17,563 | $87,013-79.8% | $106,213-83.5% | $80,856-78.3% |
| Participation rate | 30.8% | 70.4%-39.7pp | 75.3%-44.5pp | 67.6%-36.9pp |
| Annual return | 16.76% | 17.05%-0.3pp | 116.14%-99.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,881 | $3,986-52.8% | $5,016-62.5% | $4,296-56.2% |
| Admin fee / account holder | $540 | $8,431-93.6% | $11,033-95.1% | $6,918-92.2% |