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 | $11,808 | $62,573-81.1% | $85,682-86.2% | $85,850-86.2% |
| Participation rate | 19.2% | 61.1%-41.9pp | 69.9%-50.6pp | 69.3%-50.1pp |
| Annual return | 3.64% | 23.77%-20.1pp | 21.49%-17.8pp | 318.53%-314.9pp |
| Employer contribution / active EE | $550 | $1,757-68.7% | $2,618-79.0% | $2,565-78.6% |
| Participant deferral / active EE | $1,376 | $2,802-50.9% | $3,923-64.9% | $3,952-65.2% |
| Admin fee / account holder | $1,922 | $4,640-58.6% | $6,873-72.0% | $6,260-69.3% |