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 9-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 | $12,562 | $58,512-78.5% | $84,015-85.0% | $72,985-82.8% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 15.78% | 28.93%-13.2pp | 71.31%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $382 | $1,163-67.2% | $1,983-80.7% | $2,440-84.3% |
| Participant deferral / active EE | $1,137 | $2,394-52.5% | $3,239-64.9% | $3,607-68.5% |
| Admin fee / account holder | $1,501 | $4,569-67.1% | $6,101-75.4% | $5,124-70.7% |