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 | $14,411 | $49,025-70.6% | $87,507-83.5% | $62,891-77.1% |
| Participation rate | 66.7% | 64.9%+1.8pp | 73.8%-7.2pp | 69.3%-2.6pp |
| Annual return | 3.36% | 10.02%-6.7pp | 12.21%-8.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,171 | $1,372-14.6% | $2,550-54.1% | $2,281-48.7% |
| Participant deferral / active EE | $1,612 | $2,289-29.6% | $3,149-48.8% | $3,203-49.7% |
| Admin fee / account holder | $841 | $4,065-79.3% | $4,221-80.1% | $4,296-80.4% |