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 7-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 | $29,048 | $202,318-85.6% | $172,739-83.2% | $152,861-81.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | -0.31% | 1029.65%-1030.0pp | 802.84%-803.2pp | 345.32%-345.6pp |
| Employer contribution / active EE | $2,846 | $5,856-51.4% | $5,143-44.7% | $4,762-40.2% |
| Participant deferral / active EE | $5,960 | $5,948+0.2% | $5,198+14.7% | $5,850+1.9% |
| Admin fee / account holder | $557 | $17,109-96.7% | $13,954-96.0% | $11,596-95.2% |