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 | $20,292 | $98,240-79.3% | $82,313-75.3% | $147,584-86.3% |
| Participation rate | 22.2% | 79.7%-57.5pp | 76.9%-54.7pp | 82.8%-60.6pp |
| Annual return | 6.00% | 30.85%-24.9pp | 25.88%-19.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,444 | $4,383-44.2% | $3,706-34.1% | $5,439-55.1% |
| Admin fee / account holder | $8,555 | $8,563-0.1% | $5,608+52.6% | $10,885-21.4% |