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 | $19,287 | $63,114-69.4% | $92,893-79.2% | $65,185-70.4% |
| Participation rate | 66.7% | 68.8%-2.1pp | 76.0%-9.3pp | 70.2%-3.5pp |
| Annual return | 14.32% | 28.75%-14.4pp | 109.41%-95.1pp | 29.38%-15.1pp |
| Employer contribution / active EE | $956 | $2,571-62.8% | $3,653-73.8% | $2,177-56.1% |
| Participant deferral / active EE | $1,842 | $3,108-40.7% | $4,236-56.5% | $3,514-47.6% |
| Admin fee / account holder | $3,273 | $624+424.9% | $5,794-43.5% | $847+286.4% |