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 7-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 | $27,664 | $78,422-64.7% | $95,952-71.2% | $79,858-65.4% |
| Participation rate | 63.6% | 73.5%-9.8pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 6.66% | 19.37%-12.7pp | 91.61%-84.9pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,058 | $1,945-45.6% | $2,541-58.4% | $2,471-57.2% |
| Participant deferral / active EE | $2,382 | $3,440-30.7% | $4,167-42.8% | $3,740-36.3% |
| Admin fee / account holder | $22,917 | $5,622+307.6% | $6,795+237.2% | $5,306+331.9% |