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 | $386 | $106,584-99.6% | $101,326-99.6% | $142,382-99.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 11.77% | 36.93%-25.2pp | 36.82%-25.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $421 | $3,956-89.4% | $3,665-88.5% | $4,299-90.2% |
| Participant deferral / active EE | $9,683 | $8,297+16.7% | $7,994+21.1% | $6,507+48.8% |
| Admin fee / account holder | $323,640 | $11,446+2727.5% | $11,185+2793.5% | $12,624+2463.7% |