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 | $9,430 | $49,173-80.8% | $121,098-92.2% | $75,163-87.5% |
| Participation rate | 0.0% | 55.4%-55.4pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 15.52% | 55.99%-40.5pp | 985.75%-970.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,374 | $1,546-11.1% | $4,164-67.0% | $2,670-48.5% |
| Participant deferral / active EE | $1,478 | $2,628-43.8% | $4,080-63.8% | $4,125-64.2% |
| Admin fee / account holder | $428 | $3,942-89.1% | $5,644-92.4% | $5,651-92.4% |