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 5-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 | $6,831 | $169,032-96.0% | $129,207-94.7% | $145,922-95.3% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 15.41% | 14330.11%-14314.7pp | 9417.33%-9401.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,114 | $5,537-79.9% | $4,153-73.2% | $4,660-76.1% |
| Participant deferral / active EE | $1,788 | $4,987-64.2% | $4,168-57.1% | $6,688-73.3% |
| Admin fee / account holder | $2,857 | $9,954-71.3% | $7,715-63.0% | $13,397-78.7% |