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 | $24,914 | $101,724-75.5% | $164,813-84.9% | $80,856-69.2% |
| Participation rate | 49.1% | 71.8%-22.8pp | 78.6%-29.5pp | 67.6%-18.6pp |
| Annual return | 7.80% | 16.72%-8.9pp | 69.93%-62.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,063 | $2,953-64.0% | $4,341-75.5% | $2,755-61.4% |
| Participant deferral / active EE | $2,393 | $4,477-46.5% | $6,031-60.3% | $4,296-44.3% |
| Admin fee / account holder | $1,386 | $8,227-83.2% | $12,690-89.1% | $6,918-80.0% |