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 9-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 | $4,751 | $57,590-91.8% | $86,233-94.5% | $82,448-94.2% |
| Participation rate | 42.4% | 57.9%-15.4pp | 69.0%-26.6pp | 68.1%-25.6pp |
| Annual return | 12.01% | 22.41%-10.4pp | 61.39%-49.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $458 | $1,655-72.3% | $2,504-81.7% | $2,551-82.1% |
| Participant deferral / active EE | $759 | $3,080-75.3% | $4,559-83.3% | $4,139-81.7% |
| Admin fee / account holder | $2,645 | $4,730-44.1% | $8,342-68.3% | $7,234-63.4% |