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 | $17,430 | $150,440-88.4% | $136,294-87.2% | $147,584-88.2% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 23.93% | 1049.08%-1025.2pp | 5155.94%-5132.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,718 | $5,256-67.3% | $4,695-63.4% | $4,876-64.8% |
| Participant deferral / active EE | $2,628 | $6,630-60.4% | $6,247-57.9% | $5,439-51.7% |
| Admin fee / account holder | $603 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |