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 | $108 | $76,738-99.9% | $56,411-99.8% | $145,922-99.9% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 7.69% | 2994.23%-2986.5pp | 1701.33%-1693.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $464 | $1,380-66.4% | $1,039-55.4% | $4,660-90.1% |
| Participant deferral / active EE | $2,035 | $2,623-22.4% | $1,952+4.2% | $6,688-69.6% |
| Admin fee / account holder | $59,771 | $3,334+1692.9% | $2,829+2013.0% | $13,397+346.2% |