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 4-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 | $5,234 | $99,877-94.8% | $84,966-93.8% | $145,922-96.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 6.88% | 83.76%-76.9pp | 66.38%-59.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $697 | $3,231-78.4% | $2,727-74.5% | $4,660-85.0% |
| Participant deferral / active EE | $1,107 | $5,291-79.1% | $4,519-75.5% | $6,688-83.5% |
| Admin fee / account holder | $1,708 | $7,248-76.4% | $6,149-72.2% | $13,397-87.3% |