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.)
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 | $3,444 | $189,613-98.2% | $167,512-97.9% | $142,382-97.6% |
| Participation rate | 14.3% | 80.1%-65.8pp | 77.1%-62.8pp | 80.1%-65.8pp |
| Annual return | 6.59% | 2024.68%-2018.1pp | 1615.79%-1609.2pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,366 | $4,349-68.6% | $3,882-64.8% | $4,299-68.2% |
| Participant deferral / active EE | $1,339 | $6,981-80.8% | $6,405-79.1% | $6,507-79.4% |
| Admin fee / account holder | $404,684 | $10,528+3743.8% | $9,769+4042.6% | $12,624+3105.7% |