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 | $552 | $58,208-99.1% | $81,812-99.3% | $80,856-99.3% |
| Participation rate | 9.3% | 63.4%-54.1pp | 72.3%-63.0pp | 67.6%-58.3pp |
| Annual return | 14.46% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,064 | $2,340-54.5% | $2,912-63.5% | $2,755-61.4% |
| Participant deferral / active EE | $1,408 | $3,281-57.1% | $4,319-67.4% | $4,296-67.2% |
| Admin fee / account holder | $124,829 | $4,981+2406.0% | $7,386+1590.1% | $6,918+1704.4% |