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 | $31,921 | $171,865-81.4% | $149,718-78.7% | $147,584-78.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.33% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,132 | $6,275-66.0% | $5,445-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $5,417 | $7,271-25.5% | $6,569-17.5% | $5,439-0.4% |
| Admin fee / account holder | $533 | $13,799-96.1% | $11,283-95.3% | $10,885-95.1% |