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 | $11,694 | $85,766-86.4% | $136,294-91.4% | $70,131-83.3% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 8.99% | 31.45%-22.5pp | 5155.94%-5146.9pp | 73.14%-64.2pp |
| Employer contribution / active EE | $634 | $2,966-78.6% | $4,695-86.5% | $2,342-72.9% |
| Participant deferral / active EE | $3,222 | $5,051-36.2% | $6,247-48.4% | $3,332-3.3% |
| Admin fee / account holder | $3,073 | $5,420-43.3% | $9,243-66.8% | $4,645-33.8% |