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 | $671 | $167,307-99.6% | $143,757-99.5% | $134,475-99.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.15% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $6,770 | $5,619+20.5% | $4,951+36.7% | $4,740+42.8% |
| Participant deferral / active EE | $13,440 | $6,446+108.5% | $5,637+138.4% | $6,400+110.0% |
| Admin fee / account holder | $143,715 | $18,088+694.5% | $14,673+879.5% | $11,426+1157.8% |