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 | $3,559 | $148,534-97.6% | $135,903-97.4% | $139,434-97.4% |
| Participation rate | 11.1% | 83.9%-72.7pp | 81.9%-70.8pp | 80.3%-69.2pp |
| Annual return | 11.55% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,480 | $5,243-71.8% | $4,856-69.5% | $4,751-68.8% |
| Participant deferral / active EE | $6,431 | $8,100-20.6% | $7,758-17.1% | $6,710-4.2% |
| Admin fee / account holder | $36,779 | $12,400+196.6% | $10,762+241.7% | $11,403+222.6% |