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 7-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 | $14,350 | $176,662-91.9% | $130,648-89.0% | $152,861-90.6% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.4%-19.9pp |
| Annual return | 99.58% | 2692.24%-2592.7pp | 1708.96%-1609.4pp | 345.32%-245.7pp |
| Employer contribution / active EE | $973 | $5,742-83.1% | $4,092-76.2% | $4,762-79.6% |
| Participant deferral / active EE | $1,702 | $4,361-61.0% | $3,603-52.8% | $5,850-70.9% |
| Admin fee / account holder | $1,203 | $7,133-83.1% | $5,464-78.0% | $11,596-89.6% |