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 | $4,052 | $96,305-95.8% | $80,569-95.0% | $139,434-97.1% |
| Participation rate | 61.5% | 73.6%-12.1pp | 67.0%-5.5pp | 80.3%-18.8pp |
| Annual return | 9.67% | 1350.08%-1340.4pp | 935.43%-925.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $662 | $3,262-79.7% | $2,723-75.7% | $4,751-86.1% |
| Participant deferral / active EE | $869 | $5,232-83.4% | $4,447-80.5% | $6,710-87.1% |
| Admin fee / account holder | $2,780 | $6,599-57.9% | $5,377-48.3% | $11,403-75.6% |