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 7-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 | $10,888 | $157,256-93.1% | $141,162-92.3% | $152,861-92.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 13.41% | 64.32%-50.9pp | 71.39%-58.0pp | 345.32%-331.9pp |
| Employer contribution / active EE | $4,281 | $5,261-18.6% | $4,735-9.6% | $4,762-10.1% |
| Participant deferral / active EE | $3,432 | $7,109-51.7% | $6,709-48.8% | $5,850-41.3% |
| Admin fee / account holder | $11,599 | $12,120-4.3% | $10,261+13.0% | $11,5960% |