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 | $21,635 | $102,317-78.9% | $146,958-85.3% | $80,856-73.2% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 11.08% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,491 | $3,713-59.8% | $4,933-69.8% | $2,755-45.9% |
| Participant deferral / active EE | $2,997 | $6,644-54.9% | $8,070-62.9% | $4,296-30.2% |
| Admin fee / account holder | $1,121 | $7,941-85.9% | $12,998-91.4% | $6,918-83.8% |