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 | $17,925 | $89,355-79.9% | $141,162-87.3% | $72,985-75.4% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 13.66% | 111.85%-98.2pp | 71.39%-57.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,270 | $3,114-59.2% | $4,735-73.2% | $2,440-47.9% |
| Participant deferral / active EE | $2,983 | $5,418-45.0% | $6,709-55.5% | $3,607-17.3% |
| Admin fee / account holder | $3,681 | $5,958-38.2% | $10,261-64.1% | $5,124-28.2% |