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 | $12,435 | $67,606-81.6% | $82,313-84.9% | $70,131-82.3% |
| Participation rate | 42.4% | 72.8%-30.3pp | 76.9%-34.5pp | 69.5%-27.1pp |
| Annual return | 11.24% | 21.57%-10.3pp | 25.88%-14.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,185 | $2,987-26.8% | $3,706-41.0% | $3,332-34.4% |
| Admin fee / account holder | $2,766 | $4,512-38.7% | $5,608-50.7% | $4,645-40.5% |