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 | $11,551 | $55,472-79.2% | $155,567-92.6% | $74,546-84.5% |
| Participation rate | 24.0% | 61.9%-37.9pp | 78.2%-54.2pp | 67.2%-43.2pp |
| Annual return | 7.36% | 268.72%-261.4pp | 64.74%-57.4pp | 1366.03%-1358.7pp |
| Employer contribution / active EE | $362 | $2,269-84.0% | $4,674-92.3% | $2,624-86.2% |
| Participant deferral / active EE | $1,180 | $2,838-58.4% | $5,628-79.0% | $4,347-72.8% |
| Admin fee / account holder | $16,811 | $1,743+864.7% | $15,916+5.6% | $1,944+764.9% |