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 | $27,508 | $83,477-67.0% | $125,175-78.0% | $72,985-62.3% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.5%-8.9pp |
| Annual return | -0.81% | 25.78%-26.6pp | 43.79%-44.6pp | 81.00%-81.8pp |
| Employer contribution / active EE | $2,102 | $2,345-10.4% | $3,865-45.6% | $2,440-13.8% |
| Participant deferral / active EE | $2,995 | $3,585-16.5% | $4,937-39.3% | $3,607-17.0% |
| Admin fee / account holder | $625 | $5,517-88.7% | $9,702-93.6% | $5,124-87.8% |