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 6-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 | $5,829 | $115,708-95.0% | $65,255-91.1% | $139,434-95.8% |
| Participation rate | 36.4% | 67.8%-31.5pp | 65.0%-28.6pp | 80.3%-44.0pp |
| Annual return | 1.72% | 31.19%-29.5pp | 47.35%-45.6pp | 372.94%-371.2pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,011 | $4,240-76.1% | $2,831-64.3% | $6,710-84.9% |
| Admin fee / account holder | $25,589 | $6,698+282.0% | $4,112+522.3% | $11,403+124.4% |