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 4-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 | $9,157 | $74,927-87.8% | $101,794-91.0% | $84,808-89.2% |
| Participation rate | 41.9% | 61.4%-19.5pp | 69.2%-27.2pp | 68.3%-26.4pp |
| Annual return | 11.39% | 18.70%-7.3pp | 30.53%-19.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $710 | $1,522-53.3% | $2,289-69.0% | $2,631-73.0% |
| Participant deferral / active EE | $1,690 | $3,099-45.5% | $4,084-58.6% | $4,212-59.9% |
| Admin fee / account holder | $3,415 | $6,514-47.6% | $8,777-61.1% | $7,344-53.5% |