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 | $3,658 | $65,409-94.4% | $98,442-96.3% | $85,850-95.7% |
| Participation rate | 64.1% | 65.0%-0.9pp | 73.3%-9.2pp | 69.3%-5.2pp |
| Annual return | 5.77% | 21.76%-16.0pp | 1492.73%-1487.0pp | 318.53%-312.8pp |
| Employer contribution / active EE | $421 | $2,168-80.6% | $2,960-85.8% | $2,565-83.6% |
| Participant deferral / active EE | $1,004 | $3,166-68.3% | $4,276-76.5% | $3,952-74.6% |
| Admin fee / account holder | $615 | $4,593-86.6% | $5,949-89.7% | $6,260-90.2% |