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 | $16,906 | $81,460-79.2% | $103,333-83.6% | $80,856-79.1% |
| Participation rate | 58.2% | 66.8%-8.6pp | 74.5%-16.3pp | 67.6%-9.4pp |
| Annual return | 3.57% | 25.55%-22.0pp | 24.88%-21.3pp | 35.59%-32.0pp |
| Employer contribution / active EE | $1,413 | $3,105-54.5% | $3,868-63.5% | $2,755-48.7% |
| Participant deferral / active EE | $1,817 | $3,869-53.0% | $5,057-64.1% | $4,296-57.7% |
| Admin fee / account holder | $1,807 | $6,566-72.5% | $8,355-78.4% | $6,918-73.9% |