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 | $6,697 | $171,865-96.1% | $149,718-95.5% | $147,584-95.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 42.81% | 2113.22%-2070.4pp | 1501.63%-1458.8pp | 578.55%-535.7pp |
| Employer contribution / active EE | $1,355 | $6,275-78.4% | $5,445-75.1% | $4,876-72.2% |
| Participant deferral / active EE | $4,992 | $7,271-31.3% | $6,569-24.0% | $5,439-8.2% |
| Admin fee / account holder | $1,351 | $13,799-90.2% | $11,283-88.0% | $10,885-87.6% |