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 | $8 | $179,726-100.0% | $156,263-100.0% | $142,382-100.0% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.9%-66.4pp | 80.1%-67.6pp |
| Annual return | 9.16% | 77.86%-68.7pp | 59.47%-50.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $18,085 | $5,069+256.8% | $4,333+317.4% | $4,299+320.7% |
| Participant deferral / active EE | $5,054 | $6,956-27.3% | $6,158-17.9% | $6,507-22.3% |
| Admin fee / account holder | $768,365 | $17,272+4348.6% | $14,255+5290.3% | $12,624+5986.7% |