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 | $14,588 | $99,079-85.3% | $77,999-81.3% | $273,961-94.7% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 6.51% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,348 | $3,308-29.0% | $2,470-4.9% | $4,869-51.8% |
| Participant deferral / active EE | $3,736 | $4,306-13.2% | $3,497+6.8% | $5,287-29.3% |
| Admin fee / account holder | $1,389 | $8,954-84.5% | $5,480-74.6% | $10,132-86.3% |