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 | $7,951 | $49,915-84.1% | $154,803-94.9% | $74,304-89.3% |
| Participation rate | 39.5% | 54.0%-14.5pp | 78.1%-38.6pp | 60.3%-20.9pp |
| Annual return | 10.73% | 34.06%-23.3pp | 58.88%-48.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $617 | $1,611-61.7% | $4,305-85.7% | $2,241-72.5% |
| Participant deferral / active EE | $932 | $2,255-58.7% | $5,540-83.2% | $3,767-75.3% |
| Admin fee / account holder | $2,044 | $2,189-6.6% | $14,329-85.7% | $2,969-31.1% |