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 | $3,625 | $60,022-94.0% | $88,946-95.9% | $84,808-95.7% |
| Participation rate | 67.6% | 57.8%+9.8pp | 68.8%-1.2pp | 68.3%-0.7pp |
| Annual return | 13.42% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,165 | $3,114-62.6% | $4,581-74.6% | $4,212-72.3% |
| Admin fee / account holder | $1,621 | $4,811-66.3% | $8,261-80.4% | $7,344-77.9% |