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 | $19,352 | $77,523-75.0% | $100,383-80.7% | $80,874-76.1% |
| Participation rate | 61.3% | 77.0%-15.7pp | 81.5%-20.2pp | 67.6%-6.4pp |
| Annual return | 11.04% | 37.21%-26.2pp | 49.26%-38.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $819 | $2,801-70.8% | $3,944-79.2% | $2,756-70.3% |
| Participant deferral / active EE | $3,136 | $6,822-54.0% | $8,086-61.2% | $4,297-27.0% |
| Admin fee / account holder | $352 | $5,899-94.0% | $7,900-95.5% | $6,935-94.9% |