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 7-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 | $20,849 | $101,724-79.5% | $164,813-87.3% | $80,856-74.2% |
| Participation rate | 56.4% | 71.8%-15.4pp | 78.6%-22.2pp | 67.6%-11.2pp |
| Annual return | 8.79% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,428 | $2,953-51.7% | $4,341-67.1% | $2,755-48.2% |
| Participant deferral / active EE | $3,433 | $4,477-23.3% | $6,031-43.1% | $4,296-20.1% |
| Admin fee / account holder | $600 | $8,227-92.7% | $12,690-95.3% | $6,918-91.3% |