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 | $8,520 | $106,515-92.0% | $96,683-91.2% | $139,434-93.9% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.3%-21.0pp | 80.3%-27.0pp |
| Annual return | 6.93% | 38.43%-31.5pp | 35.69%-28.8pp | 372.94%-366.0pp |
| Employer contribution / active EE | $916 | $4,103-77.7% | $3,737-75.5% | $4,751-80.7% |
| Participant deferral / active EE | $1,498 | $5,454-72.5% | $4,878-69.3% | $6,710-77.7% |
| Admin fee / account holder | $1,342 | $7,877-83.0% | $6,730-80.1% | $11,403-88.2% |