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 | $4,785 | $37,393-87.2% | $77,024-93.8% | $66,914-92.8% |
| Participation rate | 36.6% | 52.9%-16.3pp | 67.9%-31.3pp | 69.8%-33.2pp |
| Annual return | 148.77% | -3.29%+152.1pp | 42.32%+106.5pp | 1.58%+147.2pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,474 | $2,617-43.7% | $4,426-66.7% | $4,237-65.2% |
| Admin fee / account holder | $510 | $567-10.0% | $5,425-90.6% | $593-14.0% |