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 | $20,547 | $202,318-89.8% | $172,739-88.1% | $152,861-86.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 11.77% | 1029.65%-1017.9pp | 802.84%-791.1pp | 345.32%-333.6pp |
| Employer contribution / active EE | $2,359 | $5,856-59.7% | $5,143-54.1% | $4,762-50.5% |
| Participant deferral / active EE | $2,949 | $5,948-50.4% | $5,198-43.3% | $5,850-49.6% |
| Admin fee / account holder | $12,850 | $17,109-24.9% | $13,954-7.9% | $11,596+10.8% |