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 7-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 | $26,330 | $202,318-87.0% | $172,739-84.8% | $152,861-82.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 7.39% | 1029.65%-1022.3pp | 802.84%-795.5pp | 345.32%-337.9pp |
| Employer contribution / active EE | $1,896 | $5,856-67.6% | $5,143-63.1% | $4,762-60.2% |
| Participant deferral / active EE | $5,078 | $5,948-14.6% | $5,198-2.3% | $5,850-13.2% |
| Admin fee / account holder | $167,574 | $17,109+879.5% | $13,954+1100.9% | $11,596+1345.0% |