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 | $16,071 | $48,570-66.9% | $130,648-87.7% | $72,985-78.0% |
| Participation rate | 41.2% | 58.6%-17.4pp | 71.7%-30.6pp | 69.5%-28.3pp |
| Annual return | 14.72% | 38.63%-23.9pp | 1708.96%-1694.2pp | 81.00%-66.3pp |
| Employer contribution / active EE | $863 | $1,334-35.3% | $4,092-78.9% | $2,440-64.6% |
| Participant deferral / active EE | $1,152 | $2,384-51.7% | $3,603-68.0% | $3,607-68.1% |
| Admin fee / account holder | $7,962 | $3,549+124.4% | $5,464+45.7% | $5,124+55.4% |