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 | $14,077 | $52,406-73.1% | $129,207-89.1% | $74,495-81.1% |
| Participation rate | 52.2% | 53.8%-1.6pp | 69.6%-17.4pp | 67.2%-15.0pp |
| Annual return | 10.82% | 15.66%-4.8pp | 9417.33%-9406.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $556 | $1,531-63.7% | $4,153-86.6% | $2,623-78.8% |
| Participant deferral / active EE | $1,176 | $2,794-57.9% | $4,168-71.8% | $4,346-72.9% |
| Admin fee / account holder | $915 | $2,633-65.2% | $7,715-88.1% | $1,942-52.9% |