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 10-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 | $8,447 | $165,912-94.9% | $122,332-93.1% | $147,584-94.3% |
| Participation rate | 29.2% | 79.6%-50.4pp | 71.6%-42.5pp | 82.8%-53.7pp |
| Annual return | 5.46% | 34.55%-29.1pp | 30.27%-24.8pp | 578.55%-573.1pp |
| Employer contribution / active EE | $369 | $5,754-93.6% | $4,050-90.9% | $4,876-92.4% |
| Participant deferral / active EE | $411 | $4,005-89.7% | $3,287-87.5% | $5,439-92.4% |
| Admin fee / account holder | $5,479 | $7,424-26.2% | $5,4780% | $10,885-49.7% |