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 | $13,770 | $110,257-87.5% | $96,544-85.7% | $139,434-90.1% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 4.67% | 26.32%-21.6pp | 25.84%-21.2pp | 372.94%-368.3pp |
| Employer contribution / active EE | $1,988 | $3,620-45.1% | $2,965-33.0% | $4,751-58.2% |
| Participant deferral / active EE | $3,217 | $5,548-42.0% | $4,851-33.7% | $6,710-52.1% |
| Admin fee / account holder | $9,505 | $11,591-18.0% | $8,252+15.2% | $11,403-16.6% |