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 | $5,873 | $55,932-89.5% | $76,735-92.3% | $67,986-91.4% |
| Participation rate | 46.9% | 50.8%-3.9pp | 69.5%-22.6pp | 57.2%-10.3pp |
| Annual return | 17.82% | 23.10%-5.3pp | 29.77%-11.9pp | 31.67%-13.8pp |
| Employer contribution / active EE | $475 | $1,487-68.0% | $2,454-80.6% | $2,019-76.5% |
| Participant deferral / active EE | $870 | $2,558-66.0% | $4,088-78.7% | $3,358-74.1% |
| Admin fee / account holder | $1,784 | $4,907-63.6% | $7,189-75.2% | $3,203-44.3% |