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 | $11,943 | $72,277-83.5% | $101,248-88.2% | $79,858-85.0% |
| Participation rate | 51.7% | 68.5%-16.7pp | 75.8%-24.1pp | 69.6%-17.9pp |
| Annual return | 10.20% | 22.30%-12.1pp | 46.47%-36.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $708 | $2,692-73.7% | $3,660-80.6% | $2,471-71.3% |
| Participant deferral / active EE | $1,631 | $3,282-50.3% | $4,370-62.7% | $3,740-56.4% |
| Admin fee / account holder | $1,736 | $4,400-60.5% | $5,945-70.8% | $5,306-67.3% |