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 | $9,329 | $150,440-93.8% | $136,294-93.2% | $147,584-93.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.90% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,190 | $5,256-58.3% | $4,695-53.4% | $4,876-55.1% |
| Participant deferral / active EE | $3,188 | $6,630-51.9% | $6,247-49.0% | $5,439-41.4% |
| Admin fee / account holder | $31,192 | $10,905+186.0% | $9,243+237.4% | $10,885+186.5% |