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 | $19,188 | $85,766-77.6% | $136,294-85.9% | $70,131-72.6% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 11.98% | 31.45%-19.5pp | 5155.94%-5144.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,062 | $2,966-30.5% | $4,695-56.1% | $2,342-12.0% |
| Participant deferral / active EE | $3,731 | $5,051-26.1% | $6,247-40.3% | $3,332+12.0% |
| Admin fee / account holder | $26,825 | $5,420+394.9% | $9,243+190.2% | $4,645+477.5% |