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 | $10,557 | $56,110-81.2% | $94,993-88.9% | $70,131-84.9% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.9%-23.9pp | 69.5%-19.5pp |
| Annual return | 9.95% | 51.02%-41.1pp | 27.12%-17.2pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,421 | $1,442-1.5% | $2,603-45.4% | $2,342-39.3% |
| Participant deferral / active EE | $2,213 | $2,391-7.5% | $3,317-33.3% | $3,332-33.6% |
| Admin fee / account holder | $6,062 | $3,456+75.4% | $4,960+22.2% | $4,645+30.5% |