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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,681 | $155,788-88.7% | $124,672-85.8% | $167,490-89.4% |
| Participation rate | 65.2% | 81.1%-15.9pp | 74.6%-9.4pp | 82.1%-16.9pp |
| Annual return | 6.13% | 17.97%-11.8pp | 5142.93%-5136.8pp | 478.56%-472.4pp |
| Employer contribution / active EE | $1,607 | $4,163-61.4% | $3,324-51.6% | $4,837-66.8% |
| Participant deferral / active EE | $2,353 | $5,673-58.5% | $4,614-49.0% | $6,341-62.9% |
| Admin fee / account holder | $2,773 | $9,531-70.9% | $7,493-63.0% | $12,309-77.5% |