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 | $10,477 | $55,706-81.2% | $75,886-86.2% | $72,985-85.6% |
| Participation rate | 27.9% | 61.1%-33.2pp | 69.3%-41.4pp | 69.5%-41.6pp |
| Annual return | 8.43% | 27.59%-19.2pp | 30.76%-22.3pp | 81.00%-72.6pp |
| Employer contribution / active EE | $528 | $1,687-68.7% | $2,500-78.9% | $2,440-78.3% |
| Participant deferral / active EE | $1,279 | $2,634-51.5% | $3,603-64.5% | $3,607-64.6% |
| Admin fee / account holder | $2,139 | $3,978-46.2% | $5,418-60.5% | $5,124-58.3% |