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 4-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 | $985 | $76,738-98.7% | $56,411-98.3% | $145,922-99.3% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 2.51% | 2994.23%-2991.7pp | 1701.33%-1698.8pp | 561.29%-558.8pp |
| Employer contribution / active EE | $135 | $1,380-90.2% | $1,039-87.0% | $4,660-97.1% |
| Participant deferral / active EE | $340 | $2,623-87.0% | $1,952-82.6% | $6,688-94.9% |
| Admin fee / account holder | $2,674 | $3,334-19.8% | $2,829-5.5% | $13,397-80.0% |