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 | $4,163 | $171,865-97.6% | $149,718-97.2% | $147,584-97.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 15.99% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,671 | $6,275-57.4% | $5,445-50.9% | $4,876-45.2% |
| Participant deferral / active EE | $8,752 | $7,271+20.4% | $6,569+33.2% | $5,439+60.9% |
| Admin fee / account holder | $396,059 | $13,799+2770.1% | $11,283+3410.3% | $10,885+3538.5% |