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 | $18,337 | $70,475-74.0% | $100,516-81.8% | $79,858-77.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 79.4%-79.4pp | 69.6%-69.6pp |
| Annual return | 3.45% | 21.90%-18.4pp | 30.89%-27.4pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,700 | $2,165-21.5% | $3,418-50.3% | $2,471-31.2% |
| Participant deferral / active EE | $2,989 | $5,181-42.3% | $6,270-52.3% | $3,740-20.1% |
| Admin fee / account holder | $7,826 | $4,478+74.7% | $8,081-3.2% | $5,306+47.5% |