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 | $7,407 | $58,927-87.4% | $76,817-90.4% | $72,985-89.9% |
| Participation rate | 61.5% | 67.3%-5.9pp | 72.1%-10.6pp | 69.5%-8.0pp |
| Annual return | 10.31% | 2305.64%-2295.3pp | 1166.11%-1155.8pp | 81.00%-70.7pp |
| Employer contribution / active EE | $1,057 | $1,787-40.9% | $2,302-54.1% | $2,440-56.7% |
| Participant deferral / active EE | $1,654 | $2,690-38.5% | $3,336-50.4% | $3,607-54.1% |
| Admin fee / account holder | $2,327 | $4,013-42.0% | $6,420-63.8% | $5,124-54.6% |