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 8-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 | $644 | $76,738-99.2% | $56,411-98.9% | $145,922-99.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 6.87% | 2994.23%-2987.4pp | 1701.33%-1694.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $2,992 | $1,380+116.8% | $1,039+188.1% | $4,660-35.8% |
| Participant deferral / active EE | $2,972 | $2,623+13.3% | $1,952+52.2% | $6,688-55.6% |
| Admin fee / account holder | $131,136 | $3,334+3833.6% | $2,829+4535.8% | $13,397+878.8% |