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 | $5,304 | $105,859-95.0% | $90,160-94.1% | $147,584-96.4% |
| Participation rate | 63.2% | 79.7%-16.6pp | 76.9%-13.7pp | 82.8%-19.7pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,909 | $4,126-29.5% | $3,318-12.3% | $4,876-40.3% |
| Participant deferral / active EE | $1,970 | $5,733-65.6% | $5,288-62.7% | $5,439-63.8% |
| Admin fee / account holder | $452 | $8,046-94.4% | $5,943-92.4% | $10,885-95.9% |