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 | $6,163 | $53,412-88.5% | $68,509-91.0% | $52,331-88.2% |
| Participation rate | 63.5% | 71.7%-8.2pp | 74.7%-11.2pp | 68.1%-4.6pp |
| Annual return | -3.00% | 3.42%-6.4pp | 8.27%-11.3pp | 4.54%-7.5pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,437 | $2,688-46.5% | $3,382-57.5% | $3,022-52.4% |
| Admin fee / account holder | $820 | $461+78.0% | $5,275-84.4% | $592+38.7% |