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 | $8,418 | $159,901-94.7% | $146,958-94.3% | $145,922-94.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 5.57% | 98.13%-92.6pp | 418.34%-412.8pp | 561.29%-555.7pp |
| Employer contribution / active EE | $1,642 | $5,286-68.9% | $4,933-66.7% | $4,660-64.8% |
| Participant deferral / active EE | $2,940 | $8,428-65.1% | $8,070-63.6% | $6,688-56.0% |
| Admin fee / account holder | $13,705 | $15,044-8.9% | $12,998+5.4% | $13,397+2.3% |