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 | $8,562 | $81,248-89.5% | $155,509-94.5% | $80,856-89.4% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 6.89% | 33.31%-26.4pp | 64.67%-57.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,453 | $3,100-53.1% | $4,672-68.9% | $2,755-47.3% |
| Participant deferral / active EE | $1,341 | $3,452-61.1% | $5,626-76.2% | $4,296-68.8% |
| Admin fee / account holder | $1,085 | $7,997-86.4% | $15,912-93.2% | $6,918-84.3% |