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 | $19,103 | $60,349-68.3% | $74,183-74.2% | $62,891-69.6% |
| Participation rate | 35.6% | 72.7%-37.2pp | 76.6%-41.1pp | 69.3%-33.8pp |
| Annual return | 1.50% | 21.37%-19.9pp | 17.74%-16.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $544 | $1,680-67.6% | $2,370-77.0% | $2,281-76.1% |
| Participant deferral / active EE | $1,560 | $2,856-45.4% | $3,550-56.1% | $3,203-51.3% |
| Admin fee / account holder | $10,515 | $4,261+146.8% | $5,586+88.3% | $4,296+144.8% |