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 | $15,365 | $150,440-89.8% | $136,294-88.7% | $147,584-89.6% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 82.91% | 1049.08%-966.2pp | 5155.94%-5073.0pp | 578.55%-495.6pp |
| Employer contribution / active EE | $1,647 | $5,256-68.7% | $4,695-64.9% | $4,876-66.2% |
| Participant deferral / active EE | $2,521 | $6,630-62.0% | $6,247-59.6% | $5,439-53.7% |
| Admin fee / account holder | $492 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |