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 5-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 | $13,380 | $133,922-90.0% | $116,228-88.5% | $142,382-90.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 9.12% | 147.76%-138.6pp | 90.06%-80.9pp | 217.08%-208.0pp |
| Employer contribution / active EE | $4,174 | $3,446+21.1% | $2,994+39.4% | $4,299-2.9% |
| Participant deferral / active EE | $10,362 | $5,672+82.7% | $4,953+109.2% | $6,507+59.2% |
| Admin fee / account holder | $12,245 | $14,945-18.1% | $11,989+2.1% | $12,624-3.0% |