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 8-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 | $21,920 | $157,256-86.1% | $141,162-84.5% | $152,861-85.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 13.54% | 64.32%-50.8pp | 71.39%-57.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,037 | $5,261-61.3% | $4,735-57.0% | $4,762-57.2% |
| Participant deferral / active EE | $5,478 | $7,109-22.9% | $6,709-18.4% | $5,850-6.4% |
| Admin fee / account holder | $78,947 | $12,120+551.4% | $10,261+669.4% | $11,596+580.8% |