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 6-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 | $21,460 | $101,724-78.9% | $164,813-87.0% | $80,856-73.5% |
| Participation rate | 41.8% | 71.8%-30.0pp | 78.6%-36.8pp | 67.6%-25.8pp |
| Annual return | 8.84% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,612 | $2,953-45.4% | $4,341-62.9% | $2,755-41.5% |
| Participant deferral / active EE | $2,014 | $4,477-55.0% | $6,031-66.6% | $4,296-53.1% |
| Admin fee / account holder | $733 | $8,227-91.1% | $12,690-94.2% | $6,918-89.4% |