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 | $2,420 | $99,020-97.6% | $86,590-97.2% | $147,584-98.4% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 4.33% | 1312.34%-1308.0pp | 964.84%-960.5pp | 578.55%-574.2pp |
| Employer contribution / active EE | $818 | $3,132-73.9% | $2,839-71.2% | $4,876-83.2% |
| Participant deferral / active EE | $885 | $3,972-77.7% | $3,609-75.5% | $5,439-83.7% |
| Admin fee / account holder | $1,870 | $5,710-67.3% | $4,906-61.9% | $10,885-82.8% |