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 | $8,549 | $176,662-95.2% | $130,648-93.5% | $152,861-94.4% |
| Participation rate | 68.4% | 79.0%-10.5pp | 71.7%-3.3pp | 82.4%-14.0pp |
| Annual return | 5.43% | 2692.24%-2686.8pp | 1708.96%-1703.5pp | 345.32%-339.9pp |
| Employer contribution / active EE | $1,162 | $5,742-79.8% | $4,092-71.6% | $4,762-75.6% |
| Participant deferral / active EE | $1,367 | $4,361-68.7% | $3,603-62.1% | $5,850-76.6% |
| Admin fee / account holder | $1,611 | $7,133-77.4% | $5,464-70.5% | $11,596-86.1% |