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 6-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 | $5,704 | $132,634-95.7% | $115,768-95.1% | $137,256-95.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 13.01% | 160.70%-147.7pp | 100.46%-87.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $8,053 | $3,360+139.7% | $2,940+173.9% | $4,156+93.8% |
| Participant deferral / active EE | $34,198 | $5,619+508.7% | $4,917+595.5% | $6,407+433.8% |
| Admin fee / account holder | $782,271 | $15,028+5105.4% | $12,439+6188.6% | $12,270+6275.4% |