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 | $16,731 | $173,345-90.3% | $136,007-87.7% | $145,922-88.5% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 16.26% | 1163.32%-1147.1pp | 579.32%-563.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,886 | $5,278-64.3% | $4,217-55.3% | $4,660-59.5% |
| Participant deferral / active EE | $3,322 | $8,699-61.8% | $7,025-52.7% | $6,688-50.3% |
| Admin fee / account holder | $195,106 | $9,954+1860.0% | $6,858+2744.8% | $13,397+1356.3% |