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 | $132,634-93.8% | $115,768-92.9% | $137,256-94.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 4.59% | 160.70%-156.1pp | 100.46%-95.9pp | 220.34%-215.8pp |
| Employer contribution / active EE | $1,069 | $3,360-68.2% | $2,940-63.6% | $4,156-74.3% |
| Participant deferral / active EE | $1,786 | $5,619-68.2% | $4,917-63.7% | $6,407-72.1% |
| Admin fee / account holder | $1,258 | $15,028-91.6% | $12,439-89.9% | $12,270-89.7% |