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 5-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 | $18,036 | $86,929-79.3% | $102,423-82.4% | $80,856-77.7% |
| Participation rate | 37.7% | 72.4%-34.7pp | 76.5%-38.8pp | 67.6%-29.9pp |
| Annual return | 9.75% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,875 | $4,118-54.5% | $5,053-62.9% | $4,296-56.3% |
| Admin fee / account holder | $842 | $8,049-89.5% | $9,451-91.1% | $6,918-87.8% |