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 8-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 | $6,056 | $142,405-95.7% | $115,157-94.7% | $152,861-96.0% |
| Participation rate | 57.1% | 82.4%-25.2pp | 75.9%-18.8pp | 82.4%-25.3pp |
| Annual return | -1.19% | 41.48%-42.7pp | 35.60%-36.8pp | 345.32%-346.5pp |
| Employer contribution / active EE | $1,369 | $4,010-65.9% | $3,179-56.9% | $4,762-71.3% |
| Participant deferral / active EE | $2,113 | $5,164-59.1% | $4,168-49.3% | $5,850-63.9% |
| Admin fee / account holder | $1,461 | $8,462-82.7% | $7,088-79.4% | $11,596-87.4% |