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 | $11,328 | $105,998-89.3% | $92,233-87.7% | $147,584-92.3% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 9.35% | 50.05%-40.7pp | 176.28%-166.9pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,139 | $4,333-73.7% | $3,679-69.0% | $4,876-76.6% |
| Participant deferral / active EE | $1,628 | $4,478-63.6% | $3,897-58.2% | $5,439-70.1% |
| Admin fee / account holder | $4,891 | $6,332-22.8% | $5,194-5.8% | $10,885-55.1% |