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 | $12,871 | $99,341-87.0% | $84,750-84.8% | $273,961-95.3% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | -0.73% | 22.93%-23.7pp | 22.78%-23.5pp | 41.45%-42.2pp |
| Employer contribution / active EE | $2,077 | $4,214-50.7% | $3,574-41.9% | $4,869-57.3% |
| Participant deferral / active EE | $2,031 | $4,269-52.4% | $3,712-45.3% | $5,287-61.6% |
| Admin fee / account holder | $1,167 | $6,644-82.4% | $5,332-78.1% | $10,132-88.5% |