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 5-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 | $14,671 | $176,662-91.7% | $130,648-88.8% | $152,861-90.4% |
| Participation rate | 12.5% | 79.0%-66.5pp | 71.7%-59.2pp | 82.4%-69.9pp |
| Annual return | 14.10% | 2692.24%-2678.1pp | 1708.96%-1694.9pp | 345.32%-331.2pp |
| Employer contribution / active EE | $119 | $5,742-97.9% | $4,092-97.1% | $4,762-97.5% |
| Participant deferral / active EE | $900 | $4,361-79.4% | $3,603-75.0% | $5,850-84.6% |
| Admin fee / account holder | $413 | $7,133-94.2% | $5,464-92.4% | $11,596-96.4% |