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 | $4,631 | $73,515-93.7% | $62,995-92.6% | $147,584-96.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 2.74% | 175.43%-172.7pp | 87.57%-84.8pp | 578.55%-575.8pp |
| Employer contribution / active EE | $551 | $3,320-83.4% | $2,759-80.0% | $4,876-88.7% |
| Participant deferral / active EE | $966 | $4,185-76.9% | $3,329-71.0% | $5,439-82.2% |
| Admin fee / account holder | $2,196 | $5,953-63.1% | $3,600-39.0% | $10,885-79.8% |