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 | $10,392 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 3.70% | 70.24%-66.5pp | 62.55%-58.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,473 | $4,961-50.1% | $4,693-47.3% | $4,299-42.5% |
| Participant deferral / active EE | $14,686 | $8,310+76.7% | $7,997+83.6% | $6,507+125.7% |
| Admin fee / account holder | $1,649,939 | $14,846+11013.4% | $13,435+12181.1% | $12,624+12970.2% |