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 | $13,890 | $91,190-84.8% | $178,490-92.2% | $79,858-82.6% |
| Participation rate | 68.3% | 69.2%-0.9pp | 81.9%-13.6pp | 69.6%-1.3pp |
| Annual return | 6.62% | 24.19%-17.6pp | 151.07%-144.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,983 | $3,256-39.1% | $5,011-60.4% | $2,471-19.8% |
| Participant deferral / active EE | $2,558 | $3,236-21.0% | $5,202-50.8% | $3,740-31.6% |
| Admin fee / account holder | $20,121 | $6,751+198.0% | $13,984+43.9% | $5,306+279.2% |