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 | $26,323 | $123,793-78.7% | $177,821-85.2% | $79,858-67.0% |
| Participation rate | 53.3% | 84.7%-31.3pp | 87.7%-34.4pp | 69.6%-16.3pp |
| Annual return | 10.21% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,895 | $4,095-53.7% | $5,918-68.0% | $2,471-23.3% |
| Participant deferral / active EE | $3,555 | $5,956-40.3% | $7,714-53.9% | $3,740-4.9% |
| Admin fee / account holder | $3,085 | $7,243-57.4% | $12,427-75.2% | $5,306-41.9% |