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 | $26,491 | $109,413-75.8% | $156,263-83.0% | $84,808-68.8% |
| Participation rate | 34.1% | 72.7%-38.5pp | 78.9%-44.8pp | 68.3%-34.2pp |
| Annual return | 12.39% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $892 | $2,907-69.3% | $4,333-79.4% | $2,631-66.1% |
| Participant deferral / active EE | $2,875 | $4,590-37.4% | $6,158-53.3% | $4,212-31.7% |
| Admin fee / account holder | $17,321 | $9,357+85.1% | $14,255+21.5% | $7,344+135.9% |