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 | $5,664 | $48,046-88.2% | $84,611-93.3% | $72,985-92.2% |
| Participation rate | 45.8% | 57.6%-11.8pp | 68.2%-22.5pp | 69.5%-23.7pp |
| Annual return | 9.23% | 37.38%-28.2pp | 258.74%-249.5pp | 81.00%-71.8pp |
| Employer contribution / active EE | $432 | $1,602-73.1% | $2,652-83.7% | $2,440-82.3% |
| Participant deferral / active EE | $1,129 | $2,680-57.9% | $3,899-71.0% | $3,607-68.7% |
| Admin fee / account holder | $386 | $3,395-88.6% | $4,912-92.1% | $5,124-92.5% |