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 | $11,644 | $127,065-90.8% | $113,168-89.7% | $142,382-91.8% |
| Participation rate | 12.5% | 79.2%-66.7pp | 76.6%-64.1pp | 80.1%-67.6pp |
| Annual return | 7.13% | 24.03%-16.9pp | 24.27%-17.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $8,418 | $3,442+144.6% | $2,975+182.9% | $4,299+95.8% |
| Participant deferral / active EE | $14,817 | $5,716+159.2% | $5,107+190.1% | $6,507+127.7% |
| Admin fee / account holder | $4,524,840 | $15,736+28654.9% | $12,068+37395.5% | $12,624+35744.0% |