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 3-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 | $1,404 | $93,071-98.5% | $74,583-98.1% | $273,961-99.5% |
| Participation rate | 25.0% | 74.9%-49.9pp | 68.1%-43.1pp | 83.0%-58.0pp |
| Annual return | -1.07% | 26.18%-27.2pp | 20.47%-21.5pp | 41.45%-42.5pp |
| Employer contribution / active EE | $374 | $3,160-88.2% | $2,525-85.2% | $4,869-92.3% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,995 | $5,272+13.7% | $4,138+44.9% | $10,132-40.8% |