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 9-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 | $5,897 | $53,127-88.9% | $86,590-93.2% | $70,131-91.6% |
| Participation rate | 66.2% | 65.3%+0.9pp | 73.5%-7.4pp | 69.5%-3.4pp |
| Annual return | 2.45% | 27.66%-25.2pp | 964.84%-962.4pp | 73.14%-70.7pp |
| Employer contribution / active EE | $515 | $2,068-75.1% | $2,839-81.8% | $2,342-78.0% |
| Participant deferral / active EE | $1,472 | $2,696-45.4% | $3,609-59.2% | $3,332-55.8% |
| Admin fee / account holder | $2,240 | $3,585-37.5% | $4,906-54.3% | $4,645-51.8% |