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 | $21,435 | $80,753-73.5% | $136,294-84.3% | $62,292-65.6% |
| Participation rate | 33.3% | 73.5%-40.2pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 12.47% | 35.83%-23.4pp | 5155.94%-5143.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,575 | $5,164-50.1% | $6,247-58.8% | $3,169-18.7% |
| Admin fee / account holder | $1,218 | $525+131.9% | $9,243-86.8% | $479+154.2% |