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 | $16,096 | $232,540-93.1% | $185,117-91.3% | $147,584-89.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 0.03% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,863 | $5,195-64.1% | $4,182-55.5% | $4,876-61.8% |
| Participant deferral / active EE | $7,400 | $5,834+26.8% | $5,045+46.7% | $5,439+36.1% |
| Admin fee / account holder | $112,821 | $10,275+998.0% | $8,159+1282.7% | $10,885+936.5% |