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 9-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 | $17,633 | $63,346-72.2% | $92,233-80.9% | $70,131-74.9% |
| Participation rate | 34.1% | 68.7%-34.5pp | 76.5%-42.3pp | 69.5%-35.4pp |
| Annual return | 7.45% | 530.12%-522.7pp | 176.28%-168.8pp | 73.14%-65.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,518 | $2,854-11.8% | $3,897-35.4% | $3,332-24.4% |
| Admin fee / account holder | $1,185 | $3,840-69.1% | $5,194-77.2% | $4,645-74.5% |