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 10-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 | $25,636 | $144,119-82.2% | $117,854-78.2% | $147,584-82.6% |
| Participation rate | 46.2% | 83.4%-37.3pp | 79.7%-33.5pp | 82.8%-36.7pp |
| Annual return | 8.56% | 531.15%-522.6pp | 335.08%-326.5pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,302 | $4,896-73.4% | $3,786-65.6% | $4,876-73.3% |
| Participant deferral / active EE | $6,020 | $5,316+13.2% | $4,482+34.3% | $5,439+10.7% |
| Admin fee / account holder | $21,316 | $10,886+95.8% | $8,020+165.8% | $10,885+95.8% |