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 | $5,009 | $48,230-89.6% | $67,502-92.6% | $80,856-93.8% |
| Participation rate | 64.0% | 66.4%-2.4pp | 72.9%-8.9pp | 67.6%-3.6pp |
| Annual return | 13.94% | 18.28%-4.3pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $889 | $2,020-56.0% | $2,731-67.4% | $2,755-67.7% |
| Participant deferral / active EE | $1,220 | $2,924-58.3% | $4,000-69.5% | $4,296-71.6% |
| Admin fee / account holder | $1,316 | $3,681-64.2% | $3,998-67.1% | $6,918-81.0% |