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 | $9,620 | $91,190-89.5% | $178,490-94.6% | $79,858-88.0% |
| Participation rate | 23.7% | 69.2%-45.5pp | 81.9%-58.2pp | 69.6%-45.9pp |
| Annual return | 9.64% | 24.19%-14.6pp | 151.07%-141.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $908 | $3,236-71.9% | $5,202-82.5% | $3,740-75.7% |
| Admin fee / account holder | $2,278 | $6,751-66.3% | $13,984-83.7% | $5,306-57.1% |