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 6-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 | $4,292 | $58,208-92.6% | $81,812-94.8% | $80,856-94.7% |
| Participation rate | 69.7% | 63.4%+6.3pp | 72.3%-2.6pp | 67.6%+2.1pp |
| Annual return | 2.88% | 41.66%-38.8pp | 773.79%-770.9pp | 35.59%-32.7pp |
| Employer contribution / active EE | $2,034 | $2,340-13.1% | $2,912-30.2% | $2,755-26.2% |
| Participant deferral / active EE | $2,100 | $3,281-36.0% | $4,319-51.4% | $4,296-51.1% |
| Admin fee / account holder | $4,076 | $4,981-18.2% | $7,386-44.8% | $6,918-41.1% |