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 6-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 | $6,169 | $100,852-93.9% | $90,404-93.2% | $158,922-96.1% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 33.32% | 1724.20%-1690.9pp | 1293.02%-1259.7pp | 302.83%-269.5pp |
| Employer contribution / active EE | $1,432 | $3,689-61.2% | $3,262-56.1% | $4,761-69.9% |
| Participant deferral / active EE | $3,029 | $4,348-30.3% | $3,963-23.6% | $5,982-49.4% |
| Admin fee / account holder | $2,482 | $6,501-61.8% | $5,611-55.8% | $11,246-77.9% |