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 7-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 | $30,082 | $101,724-70.4% | $164,813-81.7% | $80,856-62.8% |
| Participation rate | 27.0% | 71.8%-44.8pp | 78.6%-51.6pp | 67.6%-40.6pp |
| Annual return | 7.96% | 16.72%-8.8pp | 69.93%-62.0pp | 35.59%-27.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,613 | $4,477-41.6% | $6,031-56.7% | $4,296-39.2% |
| Admin fee / account holder | $3,189 | $8,227-61.2% | $12,690-74.9% | $6,918-53.9% |