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 | $11,490 | $58,577-80.4% | $83,333-86.2% | $64,186-82.1% |
| Participation rate | 67.7% | 72.0%-4.3pp | 77.8%-10.1pp | 69.6%-1.9pp |
| Annual return | -8.49% | 9.65%-18.1pp | 10.63%-19.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,088 | $2,098-0.5% | $3,379-38.2% | $2,381-12.3% |
| Participant deferral / active EE | $3,308 | $4,654-28.9% | $5,565-40.6% | $3,470-4.7% |
| Admin fee / account holder | $708 | $9,275-92.4% | $7,510-90.6% | $4,888-85.5% |