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 8-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 | $9,939 | $176,662-94.4% | $130,648-92.4% | $152,861-93.5% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.4%-62.4pp |
| Annual return | 13.29% | 2692.24%-2679.0pp | 1708.96%-1695.7pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,528 | $5,742-73.4% | $4,092-62.6% | $4,762-67.9% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $803 | $7,133-88.7% | $5,464-85.3% | $11,596-93.1% |