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 | $14,295 | $86,922-83.6% | $102,438-86.0% | $80,874-82.3% |
| Participation rate | 40.4% | 72.4%-32.0pp | 76.5%-36.1pp | 67.6%-27.3pp |
| Annual return | 9.90% | 18.90%-9.0pp | 29.37%-19.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,357 | $2,369-42.7% | $3,024-55.1% | $2,756-50.7% |
| Participant deferral / active EE | $1,990 | $4,119-51.7% | $5,054-60.6% | $4,297-53.7% |
| Admin fee / account holder | $775 | $8,050-90.4% | $9,448-91.8% | $6,935-88.8% |