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 10-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 | $17,539 | $65,561-73.2% | $86,188-79.7% | $75,163-76.7% |
| Participation rate | 47.2% | 60.5%-13.3pp | 69.0%-21.7pp | 67.2%-20.0pp |
| Annual return | 16.09% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,506 | $3,024-50.2% | $3,985-62.2% | $4,125-63.5% |
| Admin fee / account holder | $326 | $5,474-94.0% | $6,852-95.2% | $5,651-94.2% |