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 6-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 | $879 | $202,432-99.6% | $169,368-99.5% | $139,434-99.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 5.66% | 531.74%-526.1pp | 405.60%-399.9pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,663 | $4,692-64.6% | $4,013-58.6% | $4,751-65.0% |
| Participant deferral / active EE | $2,604 | $6,938-62.5% | $6,221-58.1% | $6,710-61.2% |
| Admin fee / account holder | $38,231 | $10,708+257.0% | $9,003+324.6% | $11,403+235.3% |