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 | $6,818 | $135,952-95.0% | $123,892-94.5% | $273,961-97.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 3.58% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.9pp |
| Employer contribution / active EE | $6,494 | $5,170+25.6% | $4,617+40.7% | $4,869+33.4% |
| Participant deferral / active EE | $7,870 | $6,343+24.1% | $5,984+31.5% | $5,287+48.8% |
| Admin fee / account holder | $16,471 | $9,817+67.8% | $8,357+97.1% | $10,132+62.6% |