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 | $18,144 | $214,378-91.5% | $200,582-91.0% | $142,382-87.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 10.30% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,414 | $6,841-64.7% | $6,419-62.4% | $4,299-43.9% |
| Participant deferral / active EE | $4,460 | $9,865-54.8% | $9,331-52.2% | $6,507-31.5% |
| Admin fee / account holder | $2,604 | $17,692-85.3% | $16,305-84.0% | $12,624-79.4% |