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 | $95,453-77.5% | $112,040-80.8% | $82,448-74.0% |
| Participation rate | 61.2% | 72.8%-11.5pp | 76.5%-15.3pp | 68.1%-6.8pp |
| Annual return | 11.07% | 23.92%-12.9pp | 24.52%-13.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,143 | $2,318-50.7% | $2,954-61.3% | $2,551-55.2% |
| Participant deferral / active EE | $4,383 | $4,224+3.8% | $5,098-14.0% | $4,139+5.9% |
| Admin fee / account holder | $2,123 | $9,013-76.4% | $12,098-82.4% | $7,234-70.6% |