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 | $32,848 | $123,793-73.5% | $177,821-81.5% | $79,858-58.9% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 10.12% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,607 | $4,095-60.8% | $5,918-72.9% | $2,471-35.0% |
| Participant deferral / active EE | $3,779 | $5,956-36.5% | $7,714-51.0% | $3,740+1.1% |
| Admin fee / account holder | $7,588 | $7,243+4.8% | $12,427-38.9% | $5,306+43.0% |