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 | $16,184 | $157,256-89.7% | $141,162-88.5% | $152,861-89.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 1.51% | 64.32%-62.8pp | 71.39%-69.9pp | 345.32%-343.8pp |
| Employer contribution / active EE | $1,285 | $5,261-75.6% | $4,735-72.9% | $4,762-73.0% |
| Participant deferral / active EE | $6,003 | $7,109-15.6% | $6,709-10.5% | $5,850+2.6% |
| Admin fee / account holder | $3,499 | $12,120-71.1% | $10,261-65.9% | $11,596-69.8% |