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 7-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 | $14,776 | $115,882-87.2% | $100,516-85.3% | $158,922-90.7% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 16.16% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.7pp |
| Employer contribution / active EE | $9,685 | $4,103+136.0% | $3,418+183.4% | $4,761+103.4% |
| Participant deferral / active EE | $14,611 | $6,674+118.9% | $6,270+133.0% | $5,982+144.2% |
| Admin fee / account holder | $14,506 | $10,995+31.9% | $8,081+79.5% | $11,246+29.0% |