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 7-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 | $11,397 | $165,335-93.1% | $149,696-92.4% | $158,922-92.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -2.16% | 348.15%-350.3pp | 276.60%-278.8pp | 302.83%-305.0pp |
| Employer contribution / active EE | $1,319 | $5,103-74.1% | $4,644-71.6% | $4,761-72.3% |
| Participant deferral / active EE | $6,506 | $7,181-9.4% | $6,842-4.9% | $5,982+8.8% |
| Admin fee / account holder | $731 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |