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 | $23,566 | $201,259-88.3% | $184,200-87.2% | $145,959-83.9% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 8.62% | 28.98%-20.4pp | 28.80%-20.2pp | 561.95%-553.3pp |
| Employer contribution / active EE | $2,463 | $7,018-64.9% | $6,424-61.7% | $4,661-47.2% |
| Participant deferral / active EE | $12,874 | $9,806+31.3% | $9,132+41.0% | $6,689+92.5% |
| Admin fee / account holder | $21,475 | $16,372+31.2% | $13,907+54.4% | $13,398+60.3% |