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 | $14,362 | $185,200-92.2% | $142,863-89.9% | $167,490-91.4% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 9.51% | 8555.70%-8546.2pp | 5637.54%-5628.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $512 | $5,604-90.9% | $4,144-87.6% | $4,837-89.4% |
| Participant deferral / active EE | $2,117 | $4,494-52.9% | $3,837-44.8% | $6,341-66.6% |
| Admin fee / account holder | $5,417 | $8,031-32.5% | $6,560-17.4% | $12,309-56.0% |