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 | $12,333 | $148,534-91.7% | $135,903-90.9% | $139,434-91.2% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.0pp |
| Annual return | 1.22% | 79.19%-78.0pp | 68.23%-67.0pp | 372.94%-371.7pp |
| Employer contribution / active EE | $2,035 | $5,243-61.2% | $4,856-58.1% | $4,751-57.2% |
| Participant deferral / active EE | $3,328 | $8,100-58.9% | $7,758-57.1% | $6,710-50.4% |
| Admin fee / account holder | $867 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |