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 5-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 | $8,250 | $133,922-93.8% | $116,228-92.9% | $142,382-94.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 4.59% | 147.76%-143.2pp | 90.06%-85.5pp | 217.08%-212.5pp |
| Employer contribution / active EE | $1,069 | $3,446-69.0% | $2,994-64.3% | $4,299-75.1% |
| Participant deferral / active EE | $1,786 | $5,672-68.5% | $4,953-63.9% | $6,507-72.5% |
| Admin fee / account holder | $1,258 | $14,945-91.6% | $11,989-89.5% | $12,624-90.0% |