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 | $18,527 | $58,512-68.3% | $84,015-77.9% | $72,985-74.6% |
| Participation rate | 57.8% | 61.2%-3.4pp | 69.0%-11.2pp | 69.5%-11.7pp |
| Annual return | 14.05% | 28.93%-14.9pp | 71.31%-57.3pp | 81.00%-67.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,193 | $2,394-8.4% | $3,239-32.3% | $3,607-39.2% |
| Admin fee / account holder | $1,451 | $4,569-68.2% | $6,101-76.2% | $5,124-71.7% |