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 7-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 | $16,205 | $71,057-77.2% | $93,654-82.7% | $80,874-80.0% |
| Participation rate | 41.8% | 60.4%-18.6pp | 68.7%-26.9pp | 67.6%-25.8pp |
| Annual return | 8.74% | 11.26%-2.5pp | 133.34%-124.6pp | 35.62%-26.9pp |
| Employer contribution / active EE | $1,124 | $1,564-28.1% | $2,421-53.6% | $2,756-59.2% |
| Participant deferral / active EE | $1,957 | $4,034-51.5% | $4,413-55.6% | $4,297-54.4% |
| Admin fee / account holder | $4,974 | $6,944-28.4% | $8,282-39.9% | $6,935-28.3% |