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 | $6,419 | $58,208-89.0% | $81,812-92.2% | $80,856-92.1% |
| Participation rate | 65.6% | 63.4%+2.2pp | 72.3%-6.7pp | 67.6%-2.0pp |
| Annual return | 5.45% | 41.66%-36.2pp | 773.79%-768.3pp | 35.59%-30.1pp |
| Employer contribution / active EE | $467 | $2,340-80.0% | $2,912-84.0% | $2,755-83.0% |
| Participant deferral / active EE | $953 | $3,281-70.9% | $4,319-77.9% | $4,296-77.8% |
| Admin fee / account holder | $1,101 | $4,981-77.9% | $7,386-85.1% | $6,918-84.1% |