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 4-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 | $5,431 | $99,918-94.6% | $81,382-93.3% | $145,922-96.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 13.11% | 34.32%-21.2pp | 24.73%-11.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $6,540 | $2,978+119.6% | $2,463+165.6% | $4,660+40.4% |
| Participant deferral / active EE | $13,482 | $4,605+192.8% | $3,883+247.2% | $6,688+101.6% |
| Admin fee / account holder | $70,004 | $8,212+752.4% | $5,768+1113.6% | $13,397+422.5% |