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 | $23,421 | $150,440-84.4% | $136,294-82.8% | $147,584-84.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.69% | 1049.08%-1040.4pp | 5155.94%-5147.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,602 | $5,256-69.5% | $4,695-65.9% | $4,876-67.1% |
| Participant deferral / active EE | $5,093 | $6,630-23.2% | $6,247-18.5% | $5,439-6.4% |
| Admin fee / account holder | $8,774 | $10,905-19.5% | $9,243-5.1% | $10,885-19.4% |