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 | $260 | $152,509-99.8% | $117,472-99.8% | $134,475-99.8% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -18.31% | 52.99%-71.3pp | 29.74%-48.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $197 | $5,571-96.5% | $4,176-95.3% | $4,740-95.8% |
| Participant deferral / active EE | $391 | $4,818-91.9% | $4,070-90.4% | $6,400-93.9% |
| Admin fee / account holder | $18,110 | $7,004+158.6% | $5,645+220.8% | $11,426+58.5% |