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 8-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 | $4,839 | $85,202-94.3% | $172,739-97.2% | $72,985-93.4% |
| Participation rate | 67.4% | 70.1%-2.6pp | 82.6%-15.2pp | 69.5%-2.0pp |
| Annual return | 13.04% | 27.32%-14.3pp | 802.84%-789.8pp | 81.00%-68.0pp |
| Employer contribution / active EE | $876 | $3,324-73.7% | $5,143-83.0% | $2,440-64.1% |
| Participant deferral / active EE | $2,603 | $3,260-20.1% | $5,198-49.9% | $3,607-27.8% |
| Admin fee / account holder | $1,348 | $5,884-77.1% | $13,954-90.3% | $5,124-73.7% |