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 | $9,210 | $135,952-93.2% | $123,892-92.6% | $273,961-96.6% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 3.32% | 56.63%-53.3pp | 47.52%-44.2pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,671 | $5,170-48.3% | $4,617-42.1% | $4,869-45.1% |
| Participant deferral / active EE | $3,866 | $6,343-39.1% | $5,984-35.4% | $5,287-26.9% |
| Admin fee / account holder | $8,241 | $9,817-16.0% | $8,357-1.4% | $10,132-18.7% |