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 7-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 | $16,763 | $72,012-76.7% | $185,823-91.0% | $79,858-79.0% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.7pp | 69.6%-5.3pp |
| Annual return | 2.78% | 23.12%-20.3pp | 35.95%-33.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,278 | $1,965-35.0% | $4,087-68.7% | $2,471-48.3% |
| Participant deferral / active EE | $1,935 | $3,779-48.8% | $5,632-65.6% | $3,740-48.3% |
| Admin fee / account holder | $11,371 | $4,513+152.0% | $9,500+19.7% | $5,306+114.3% |