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 | $10,320 | $66,402-84.5% | $109,895-90.6% | $85,850-88.0% |
| Participation rate | 48.7% | 63.9%-15.1pp | 74.2%-25.5pp | 69.3%-20.6pp |
| Annual return | 11.18% | 19.59%-8.4pp | 29.45%-18.3pp | 318.53%-307.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,168 | $2,842-58.9% | $4,048-71.1% | $3,952-70.4% |
| Admin fee / account holder | $6,034 | $4,557+32.4% | $6,066-0.5% | $6,260-3.6% |