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 | $5,132 | $96,635-94.7% | $86,612-94.1% | $139,434-96.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 4.14% | 106.41%-102.3pp | 591.07%-586.9pp | 372.94%-368.8pp |
| Employer contribution / active EE | $359 | $3,263-89.0% | $3,022-88.1% | $4,751-92.5% |
| Participant deferral / active EE | $871 | $4,836-82.0% | $4,438-80.4% | $6,710-87.0% |
| Admin fee / account holder | $17,824 | $6,408+178.2% | $5,614+217.5% | $11,403+56.3% |