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 | $14,300 | $150,440-90.5% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 8.61% | 1049.08%-1040.5pp | 5155.94%-5147.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $2,603 | $5,256-50.5% | $4,695-44.6% | $4,876-46.6% |
| Participant deferral / active EE | $8,545 | $6,630+28.9% | $6,247+36.8% | $5,439+57.1% |
| Admin fee / account holder | $13,068 | $10,905+19.8% | $9,243+41.4% | $10,885+20.0% |