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 | $97 | $117,841-99.9% | $102,423-99.9% | $145,922-99.9% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 13.39% | 31.65%-18.3pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $9,948 | $3,615+175.2% | $3,023+229.0% | $4,660+113.5% |
| Participant deferral / active EE | $43,268 | $5,731+655.0% | $5,053+756.3% | $6,688+547.0% |
| Admin fee / account holder | $4,360,169 | $13,326+32619.2% | $9,451+46035.7% | $13,397+32445.9% |