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 | $26,142 | $168,632-84.5% | $147,614-82.3% | $125,391-79.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.44% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,299 | $6,252-63.2% | $5,564-58.7% | $4,866-52.8% |
| Participant deferral / active EE | $4,597 | $5,507-16.5% | $4,895-6.1% | $5,352-14.1% |
| Admin fee / account holder | $503 | $13,580-96.3% | $11,611-95.7% | $9,540-94.7% |