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 | $13,877 | $107,334-87.1% | $92,893-85.1% | $152,861-90.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 11.94% | 145.58%-133.6pp | 109.41%-97.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,188 | $4,221-71.9% | $3,653-67.5% | $4,762-75.1% |
| Participant deferral / active EE | $2,384 | $4,845-50.8% | $4,236-43.7% | $5,850-59.2% |
| Admin fee / account holder | $25,921 | $7,079+266.1% | $5,794+347.4% | $11,596+123.5% |