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 9-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 | $17,635 | $85,766-79.4% | $136,294-87.1% | $70,131-74.9% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 7.01% | 31.45%-24.4pp | 5155.94%-5148.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $508 | $2,966-82.9% | $4,695-89.2% | $2,342-78.3% |
| Participant deferral / active EE | $3,220 | $5,051-36.3% | $6,247-48.5% | $3,332-3.3% |
| Admin fee / account holder | $406 | $5,420-92.5% | $9,243-95.6% | $4,645-91.3% |