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 | $16,223 | $99,652-83.7% | $78,778-79.4% | $147,584-89.0% |
| Participation rate | 30.8% | 76.2%-45.5pp | 69.2%-38.4pp | 82.8%-52.1pp |
| Annual return | 4.25% | 47.28%-43.0pp | 35.62%-31.4pp | 578.55%-574.3pp |
| Employer contribution / active EE | $1,362 | $2,796-51.3% | $1,986-31.4% | $4,876-72.1% |
| Participant deferral / active EE | $2,749 | $3,664-25.0% | $2,958-7.1% | $5,439-49.5% |
| Admin fee / account holder | $370 | $7,155-94.8% | $5,134-92.8% | $10,885-96.6% |