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 5-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 | $10,459 | $190,805-94.5% | $159,960-93.5% | $134,475-92.2% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -21.71% | 552.23%-573.9pp | 408.60%-430.3pp | 417.96%-439.7pp |
| Employer contribution / active EE | $979 | $4,995-80.4% | $4,226-76.8% | $4,740-79.4% |
| Participant deferral / active EE | $2,396 | $6,923-65.4% | $6,182-61.2% | $6,400-62.6% |
| Admin fee / account holder | $564 | $10,471-94.6% | $8,698-93.5% | $11,426-95.1% |