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 | $12,725 | $150,440-91.5% | $136,294-90.7% | $147,584-91.4% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 14.41% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,822 | $5,256-46.3% | $4,695-39.9% | $4,876-42.1% |
| Participant deferral / active EE | $5,412 | $6,630-18.4% | $6,247-13.4% | $5,439-0.5% |
| Admin fee / account holder | $8,265 | $10,905-24.2% | $9,243-10.6% | $10,885-24.1% |