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 3-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 | $515 | $138,044-99.6% | $125,339-99.6% | $134,475-99.6% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.1pp | 81.2%-59.0pp |
| Annual return | -162.41% | 750.33%-912.7pp | 572.05%-734.5pp | 417.96%-580.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,015 | $7,799-35.7% | $7,446-32.7% | $6,400-21.6% |
| Admin fee / account holder | $516 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |