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 | $12,631 | $91,190-86.1% | $178,490-92.9% | $79,858-84.2% |
| Participation rate | 67.9% | 69.2%-1.3pp | 81.9%-14.1pp | 69.6%-1.8pp |
| Annual return | 4.02% | 24.19%-20.2pp | 151.07%-147.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,675 | $3,256-48.6% | $5,011-66.6% | $2,471-32.2% |
| Participant deferral / active EE | $3,427 | $3,236+5.9% | $5,202-34.1% | $3,740-8.4% |
| Admin fee / account holder | $342 | $6,751-94.9% | $13,984-97.6% | $5,306-93.6% |