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 | $6,295 | $117,983-94.7% | $101,794-93.8% | $142,382-95.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 9.72% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $716 | $2,773-74.2% | $2,289-68.7% | $4,299-83.3% |
| Participant deferral / active EE | $1,488 | $4,714-68.4% | $4,084-63.6% | $6,507-77.1% |
| Admin fee / account holder | $2,184 | $10,433-79.1% | $8,777-75.1% | $12,624-82.7% |