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 10-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 | $11,994 | $54,762-78.1% | $90,281-86.7% | $72,985-83.6% |
| Participation rate | 58.4% | 65.1%-6.7pp | 73.3%-14.8pp | 69.5%-11.0pp |
| Annual return | 7.34% | 30.63%-23.3pp | 78.10%-70.8pp | 81.00%-73.7pp |
| Employer contribution / active EE | $729 | $2,092-65.2% | $2,854-74.5% | $2,440-70.1% |
| Participant deferral / active EE | $806 | $2,887-72.1% | $3,885-79.3% | $3,607-77.7% |
| Admin fee / account holder | $887 | $3,972-77.7% | $5,351-83.4% | $5,124-82.7% |