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 | $25,813 | $198,466-87.0% | $170,442-84.9% | $147,584-82.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 6.13% | 257.29%-251.2pp | 205.93%-199.8pp | 578.55%-572.4pp |
| Employer contribution / active EE | $2,332 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $7,738 | $5,629+37.5% | $4,939+56.7% | $5,439+42.3% |
| Admin fee / account holder | $48,483 | $16,852+187.7% | $13,880+249.3% | $10,885+345.4% |