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 9-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 | $479 | $117,983-99.6% | $101,794-99.5% | $142,382-99.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 11.85% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,810 | $2,773+37.4% | $2,289+66.5% | $4,299-11.4% |
| Participant deferral / active EE | $8,610 | $4,714+82.7% | $4,084+110.8% | $6,507+32.3% |
| Admin fee / account holder | $215,903 | $10,433+1969.3% | $8,777+2359.9% | $12,624+1610.3% |