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 | $5,801 | $99,877-94.2% | $84,966-93.2% | $145,922-96.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 1.34% | 83.76%-82.4pp | 66.38%-65.0pp | 561.29%-559.9pp |
| Employer contribution / active EE | $913 | $3,231-71.8% | $2,727-66.5% | $4,660-80.4% |
| Participant deferral / active EE | $1,291 | $5,291-75.6% | $4,519-71.4% | $6,688-80.7% |
| Admin fee / account holder | $4,448 | $7,248-38.6% | $6,149-27.7% | $13,397-66.8% |