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 9-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 | $19,139 | $202,318-90.5% | $172,739-88.9% | $152,861-87.5% |
| Participation rate | 45.8% | 87.1%-41.2pp | 82.6%-36.8pp | 82.4%-36.6pp |
| Annual return | 39.81% | 1029.65%-989.8pp | 802.84%-763.0pp | 345.32%-305.5pp |
| Employer contribution / active EE | $2,087 | $5,856-64.4% | $5,143-59.4% | $4,762-56.2% |
| Participant deferral / active EE | $3,384 | $5,948-43.1% | $5,198-34.9% | $5,850-42.2% |
| Admin fee / account holder | $2,522 | $17,109-85.3% | $13,954-81.9% | $11,596-78.3% |