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 10-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 | $11,736 | $73,981-84.1% | $105,722-88.9% | $62,891-81.3% |
| Participation rate | 30.8% | 71.7%-40.9pp | 78.9%-48.1pp | 69.3%-38.5pp |
| Annual return | 4.06% | 17.60%-13.5pp | 12.25%-8.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,189 | $4,038-45.8% | $5,326-58.9% | $3,203-31.7% |
| Admin fee / account holder | $33,391 | $5,976+458.7% | $8,308+301.9% | $4,296+677.3% |