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 | $8,048 | $49,915-83.9% | $154,803-94.8% | $74,304-89.2% |
| Participation rate | 63.0% | 54.0%+9.0pp | 78.1%-15.1pp | 60.3%+2.7pp |
| Annual return | 9.08% | 34.06%-25.0pp | 58.88%-49.8pp | 29.43%-20.3pp |
| Employer contribution / active EE | $543 | $1,611-66.3% | $4,305-87.4% | $2,241-75.8% |
| Participant deferral / active EE | $618 | $2,255-72.6% | $5,540-88.8% | $3,767-83.6% |
| Admin fee / account holder | $2,230 | $2,189+1.9% | $14,329-84.4% | $2,969-24.9% |