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 | $8,488 | $58,512-85.5% | $84,015-89.9% | $72,985-88.4% |
| Participation rate | 53.6% | 61.2%-7.7pp | 69.0%-15.4pp | 69.5%-15.9pp |
| Annual return | 11.90% | 28.93%-17.0pp | 71.31%-59.4pp | 81.00%-69.1pp |
| Employer contribution / active EE | $1,806 | $1,163+55.3% | $1,983-9.0% | $2,440-26.0% |
| Participant deferral / active EE | $4,195 | $2,394+75.2% | $3,239+29.5% | $3,607+16.3% |
| Admin fee / account holder | $2,161 | $4,569-52.7% | $6,101-64.6% | $5,124-57.8% |