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 | $17,241 | $91,552-81.2% | $133,956-87.1% | $79,858-78.4% |
| Participation rate | 23.1% | 73.3%-50.3pp | 79.8%-56.8pp | 69.6%-46.6pp |
| Annual return | 7.67% | 61.85%-54.2pp | 45.09%-37.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $644 | $2,384-73.0% | $3,919-83.6% | $2,471-73.9% |
| Participant deferral / active EE | $1,935 | $3,733-48.2% | $5,048-61.7% | $3,740-48.3% |
| Admin fee / account holder | $603 | $6,321-90.5% | $8,927-93.2% | $5,306-88.6% |