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 8-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 | $6,428 | $109,817-94.1% | $98,442-93.5% | $167,490-96.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.54% | 1956.69%-1946.2pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,255 | $3,224-61.1% | $2,960-57.6% | $4,837-74.1% |
| Participant deferral / active EE | $1,633 | $4,673-65.1% | $4,276-61.8% | $6,341-74.2% |
| Admin fee / account holder | $1,703 | $6,753-74.8% | $5,949-71.4% | $12,309-86.2% |