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 7-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 | $5,184 | $37,426-86.1% | $77,482-93.3% | $79,858-93.5% |
| Participation rate | 27.3% | 41.5%-14.2pp | 54.2%-26.9pp | 69.6%-42.4pp |
| Annual return | 9.96% | 39.70%-29.7pp | 54.79%-44.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $650 | $1,260-48.4% | $1,861-65.1% | $3,740-82.6% |
| Admin fee / account holder | $2,196 | $2,504-12.3% | $2,858-23.2% | $5,306-58.6% |