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 | $8,862 | $72,492-87.8% | $87,100-89.8% | $72,985-87.9% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-13.0pp | 69.5%-5.6pp |
| Annual return | 1.57% | 24.46%-22.9pp | 28.19%-26.6pp | 81.00%-79.4pp |
| Employer contribution / active EE | $964 | $1,894-49.1% | $2,521-61.8% | $2,440-60.5% |
| Participant deferral / active EE | $1,670 | $3,270-48.9% | $4,049-58.8% | $3,607-53.7% |
| Admin fee / account holder | $2,903 | $5,055-42.6% | $7,497-61.3% | $5,124-43.3% |