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 8-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 | $1,056 | $159,901-99.3% | $146,958-99.3% | $145,922-99.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 7.57% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $3,555 | $5,286-32.7% | $4,933-27.9% | $4,660-23.7% |
| Participant deferral / active EE | $22,167 | $8,428+163.0% | $8,070+174.7% | $6,688+231.5% |
| Admin fee / account holder | $702,281 | $15,044+4568.2% | $12,998+5302.9% | $13,397+5142.1% |