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 | $11,549 | $135,952-91.5% | $123,892-90.7% | $273,961-95.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 3.65% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,390 | $5,170-73.1% | $4,617-69.9% | $4,869-71.5% |
| Participant deferral / active EE | $10,454 | $6,343+64.8% | $5,984+74.7% | $5,287+97.7% |
| Admin fee / account holder | $45,625 | $9,817+364.8% | $8,357+446.0% | $10,132+350.3% |