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 | $1,431 | $84,402-98.3% | $61,373-97.7% | $134,475-98.9% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -20.14% | 584.55%-604.7pp | 338.61%-358.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $141 | $1,544-90.9% | $1,159-87.8% | $4,740-97.0% |
| Participant deferral / active EE | $282 | $2,819-90.0% | $2,125-86.7% | $6,400-95.6% |
| Admin fee / account holder | $1,399 | $2,585-45.9% | $2,130-34.3% | $11,426-87.8% |