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 9-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 | $9,604 | $117,983-91.9% | $101,794-90.6% | $142,382-93.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 5.30% | 36.92%-31.6pp | 30.53%-25.2pp | 217.08%-211.8pp |
| Employer contribution / active EE | $705 | $2,773-74.6% | $2,289-69.2% | $4,299-83.6% |
| Participant deferral / active EE | $3,911 | $4,714-17.0% | $4,084-4.2% | $6,507-39.9% |
| Admin fee / account holder | $51,768 | $10,433+396.2% | $8,777+489.8% | $12,624+310.1% |