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 5-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 | $7,005 | $77,899-91.0% | $149,673-95.3% | $75,163-90.7% |
| Participation rate | 30.4% | 65.6%-35.2pp | 78.8%-48.4pp | 67.2%-36.8pp |
| Annual return | 23.46% | 31.72%-8.3pp | 134.42%-111.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $581 | $3,137-81.5% | $4,818-87.9% | $2,670-78.2% |
| Participant deferral / active EE | $911 | $3,411-73.3% | $5,680-84.0% | $4,125-77.9% |
| Admin fee / account holder | $372 | $5,956-93.8% | $13,210-97.2% | $5,651-93.4% |