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 | $12,952 | $214,378-94.0% | $200,582-93.5% | $142,382-90.9% |
| Participation rate | 16.7% | 87.4%-70.8pp | 86.9%-70.2pp | 80.1%-63.5pp |
| Annual return | 9.72% | 46.41%-36.7pp | 42.33%-32.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,441 | $6,841-78.9% | $6,419-77.6% | $4,299-66.5% |
| Participant deferral / active EE | $6,233 | $9,865-36.8% | $9,331-33.2% | $6,507-4.2% |
| Admin fee / account holder | $26,568 | $17,692+50.2% | $16,305+63.0% | $12,624+110.5% |