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 5-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 | $7,544 | $43,075-82.5% | $74,583-89.9% | $62,891-88.0% |
| Participation rate | 48.0% | 58.1%-10.1pp | 68.1%-20.1pp | 69.3%-21.3pp |
| Annual return | 1.94% | 17.50%-15.6pp | 20.47%-18.5pp | 20.14%-18.2pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,963 | $2,389-17.9% | $3,458-43.2% | $3,203-38.7% |
| Admin fee / account holder | $578 | $2,840-79.7% | $4,138-86.0% | $4,296-86.6% |