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 | $29,290 | $95,803-69.4% | $113,168-74.1% | $84,808-65.5% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 9.10% | 25.00%-15.9pp | 24.27%-15.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,638 | $2,360-30.6% | $2,975-44.9% | $2,631-37.7% |
| Participant deferral / active EE | $2,701 | $4,242-36.3% | $5,107-47.1% | $4,212-35.9% |
| Admin fee / account holder | $6,935 | $8,989-22.8% | $12,068-42.5% | $7,344-5.6% |