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 4-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 | $3,103 | $156,846-98.0% | $121,098-97.4% | $139,434-97.8% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 4.10% | 1474.56%-1470.5pp | 985.75%-981.6pp | 372.94%-368.8pp |
| Employer contribution / active EE | $174 | $5,536-96.9% | $4,164-95.8% | $4,751-96.3% |
| Participant deferral / active EE | $492 | $4,844-89.8% | $4,080-87.9% | $6,710-92.7% |
| Admin fee / account holder | $391 | $6,946-94.4% | $5,644-93.1% | $11,403-96.6% |