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 9-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 | $7,779 | $49,915-84.4% | $154,803-95.0% | $74,304-89.5% |
| Participation rate | 60.9% | 54.0%+6.9pp | 78.1%-17.2pp | 60.3%+0.5pp |
| Annual return | 9.79% | 34.06%-24.3pp | 58.88%-49.1pp | 29.43%-19.6pp |
| Employer contribution / active EE | $407 | $1,611-74.7% | $4,305-90.5% | $2,241-81.8% |
| Participant deferral / active EE | $1,052 | $2,255-53.4% | $5,540-81.0% | $3,767-72.1% |
| Admin fee / account holder | $931 | $2,189-57.5% | $14,329-93.5% | $2,969-68.6% |