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 | $8,955 | $159,934-94.4% | $147,005-93.9% | $145,959-93.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.50% | 98.24%-89.7pp | 418.76%-410.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,481 | $5,287-53.1% | $4,934-49.7% | $4,661-46.8% |
| Participant deferral / active EE | $4,124 | $8,427-51.1% | $8,070-48.9% | $6,689-38.3% |
| Admin fee / account holder | $309 | $15,053-97.9% | $13,006-97.6% | $13,398-97.7% |