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 | $3,987 | $117,841-96.6% | $102,423-96.1% | $145,922-97.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 8.57% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,102 | $3,615-41.8% | $3,023-30.5% | $4,660-54.9% |
| Participant deferral / active EE | $2,102 | $5,731-63.3% | $5,053-58.4% | $6,688-68.6% |
| Admin fee / account holder | $3,548 | $13,326-73.4% | $9,451-62.5% | $13,397-73.5% |