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 9-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 | $19,839 | $150,440-86.8% | $136,294-85.4% | $147,584-86.6% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 2827.92% | 1049.08%+1778.8pp | 5155.94%-2328.0pp | 578.55%+2249.4pp |
| Employer contribution / active EE | $1,856 | $5,256-64.7% | $4,695-60.5% | $4,876-61.9% |
| Participant deferral / active EE | $2,705 | $6,630-59.2% | $6,247-56.7% | $5,439-50.3% |
| Admin fee / account holder | $1,875 | $10,905-82.8% | $9,243-79.7% | $10,885-82.8% |