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 | $10,234 | $90,503-88.7% | $78,689-87.0% | $273,961-96.3% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 1.43% | 75.60%-74.2pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $895 | $3,176-71.8% | $2,851-68.6% | $4,869-81.6% |
| Participant deferral / active EE | $1,679 | $3,901-57.0% | $3,517-52.3% | $5,287-68.2% |
| Admin fee / account holder | $2,620 | $5,263-50.2% | $4,510-41.9% | $10,132-74.1% |