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 | $8,203 | $77,899-89.5% | $149,673-94.5% | $75,163-89.1% |
| Participation rate | 66.0% | 65.6%+0.4pp | 78.8%-12.8pp | 67.2%-1.2pp |
| Annual return | 8.96% | 31.72%-22.8pp | 134.42%-125.5pp | 160.62%-151.7pp |
| Employer contribution / active EE | $833 | $3,137-73.5% | $4,818-82.7% | $2,670-68.8% |
| Participant deferral / active EE | $1,167 | $3,411-65.8% | $5,680-79.5% | $4,125-71.7% |
| Admin fee / account holder | $1,662 | $5,956-72.1% | $13,210-87.4% | $5,651-70.6% |