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 | $14,606 | $150,440-90.3% | $136,294-89.3% | $147,584-90.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 10.76% | 1049.08%-1038.3pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $6,504 | $5,256+23.7% | $4,695+38.5% | $4,876+33.4% |
| Participant deferral / active EE | $7,220 | $6,630+8.9% | $6,247+15.6% | $5,439+32.8% |
| Admin fee / account holder | $96,154 | $10,905+781.7% | $9,243+940.2% | $10,885+783.3% |