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 | $8,267 | $85,202-90.3% | $172,739-95.2% | $72,985-88.7% |
| Participation rate | 44.4% | 70.1%-25.6pp | 82.6%-38.2pp | 69.5%-25.0pp |
| Annual return | 14.47% | 27.32%-12.8pp | 802.84%-788.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $446 | $3,324-86.6% | $5,143-91.3% | $2,440-81.7% |
| Participant deferral / active EE | $1,114 | $3,260-65.8% | $5,198-78.6% | $3,607-69.1% |
| Admin fee / account holder | $3,942 | $5,884-33.0% | $13,954-71.7% | $5,124-23.1% |