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 | $12,387 | $157,256-92.1% | $141,162-91.2% | $152,861-91.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 6.35% | 64.32%-58.0pp | 71.39%-65.0pp | 345.32%-339.0pp |
| Employer contribution / active EE | $2,017 | $5,261-61.7% | $4,735-57.4% | $4,762-57.6% |
| Participant deferral / active EE | $3,534 | $7,109-50.3% | $6,709-47.3% | $5,850-39.6% |
| Admin fee / account holder | $3,517 | $12,120-71.0% | $10,261-65.7% | $11,596-69.7% |