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 6-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 | $10,833 | $87,733-87.7% | $106,548-89.8% | $85,850-87.4% |
| Participation rate | 65.7% | 71.9%-6.2pp | 76.1%-10.4pp | 69.3%-3.6pp |
| Annual return | 0.06% | 21.86%-21.8pp | 26.80%-26.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,978 | $2,073-4.6% | $2,819-29.8% | $2,565-22.9% |
| Participant deferral / active EE | $2,847 | $3,469-17.9% | $4,398-35.3% | $3,952-28.0% |
| Admin fee / account holder | $504 | $6,767-92.5% | $7,407-93.2% | $6,260-91.9% |