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 | $21,464 | $95,803-77.6% | $113,168-81.0% | $84,808-74.7% |
| Participation rate | 61.2% | 72.9%-11.6pp | 76.6%-15.3pp | 68.3%-7.1pp |
| Annual return | 11.07% | 25.00%-13.9pp | 24.27%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,143 | $2,360-51.6% | $2,975-61.6% | $2,631-56.6% |
| Participant deferral / active EE | $4,383 | $4,242+3.3% | $5,107-14.2% | $4,212+4.1% |
| Admin fee / account holder | $2,123 | $8,989-76.4% | $12,068-82.4% | $7,344-71.1% |