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 | $8,187 | $54,762-85.0% | $90,281-90.9% | $72,985-88.8% |
| Participation rate | 18.1% | 65.1%-47.1pp | 73.3%-55.2pp | 69.5%-51.4pp |
| Annual return | 14.22% | 30.63%-16.4pp | 78.10%-63.9pp | 81.00%-66.8pp |
| Employer contribution / active EE | $433 | $2,092-79.3% | $2,854-84.8% | $2,440-82.3% |
| Participant deferral / active EE | $809 | $2,887-72.0% | $3,885-79.2% | $3,607-77.6% |
| Admin fee / account holder | $1,223 | $3,972-69.2% | $5,351-77.1% | $5,124-76.1% |