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 | $18,684 | $69,362-73.1% | $101,248-81.5% | $73,488-74.6% |
| Participation rate | 52.5% | 68.4%-15.9pp | 75.8%-23.3pp | 70.7%-18.2pp |
| Annual return | 4.64% | 18.46%-13.8pp | 46.47%-41.8pp | 28.51%-23.9pp |
| Employer contribution / active EE | $787 | $2,628-70.1% | $3,660-78.5% | $2,270-65.3% |
| Participant deferral / active EE | $2,032 | $3,300-38.4% | $4,370-53.5% | $3,740-45.7% |
| Admin fee / account holder | $999 | $704+41.9% | $5,945-83.2% | $513+94.6% |