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 | $14,384 | $118,450-87.9% | $98,439-85.4% | $139,434-89.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 1.31% | 18.94%-17.6pp | 21.16%-19.8pp | 372.94%-371.6pp |
| Employer contribution / active EE | $2,177 | $3,609-39.7% | $3,048-28.6% | $4,751-54.2% |
| Participant deferral / active EE | $4,803 | $5,392-10.9% | $4,738+1.4% | $6,710-28.4% |
| Admin fee / account holder | $1,632 | $14,026-88.4% | $8,948-81.8% | $11,403-85.7% |