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 6-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 | $16,584 | $214,378-92.3% | $200,582-91.7% | $142,382-88.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 8.74% | 46.41%-37.7pp | 42.33%-33.6pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,504 | $6,841-78.0% | $6,419-76.6% | $4,299-65.0% |
| Participant deferral / active EE | $5,437 | $9,865-44.9% | $9,331-41.7% | $6,507-16.5% |
| Admin fee / account holder | $16,974 | $17,692-4.1% | $16,305+4.1% | $12,624+34.5% |