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 | $5,686 | $54,762-89.6% | $90,281-93.7% | $72,985-92.2% |
| Participation rate | 64.0% | 65.1%-1.1pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 16.06% | 30.63%-14.6pp | 78.10%-62.0pp | 81.00%-64.9pp |
| Employer contribution / active EE | $408 | $2,092-80.5% | $2,854-85.7% | $2,440-83.3% |
| Participant deferral / active EE | $1,600 | $2,887-44.6% | $3,885-58.8% | $3,607-55.6% |
| Admin fee / account holder | $999 | $3,972-74.9% | $5,351-81.3% | $5,124-80.5% |