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 | $25,384 | $80,968-68.6% | $96,544-73.7% | $75,163-66.2% |
| Participation rate | 34.8% | 71.8%-36.9pp | 76.0%-41.1pp | 67.2%-32.3pp |
| Annual return | 10.17% | 27.06%-16.9pp | 25.84%-15.7pp | 160.62%-150.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,050 | $3,928-47.8% | $4,851-57.7% | $4,125-50.3% |
| Admin fee / account holder | $13,730 | $6,724+104.2% | $8,252+66.4% | $5,651+143.0% |