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 | $11,270 | $226,064-95.0% | $182,532-93.8% | $152,861-92.6% |
| Participation rate | 15.4% | 82.5%-67.1pp | 78.0%-62.6pp | 82.4%-67.1pp |
| Annual return | 15.58% | 192.51%-176.9pp | 148.54%-133.0pp | 345.32%-329.7pp |
| Employer contribution / active EE | $825 | $4,978-83.4% | $4,076-79.8% | $4,762-82.7% |
| Participant deferral / active EE | $4,355 | $6,368-31.6% | $5,524-21.2% | $5,850-25.6% |
| Admin fee / account holder | $1,954 | $10,703-81.7% | $8,592-77.3% | $11,596-83.1% |