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 4-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 | $11,569 | $64,480-82.1% | $81,382-85.8% | $80,856-85.7% |
| Participation rate | 48.1% | 63.9%-15.7pp | 69.5%-21.3pp | 67.6%-19.5pp |
| Annual return | 9.25% | 16.34%-7.1pp | 24.73%-15.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $875 | $1,978-55.8% | $2,463-64.5% | $2,755-68.2% |
| Participant deferral / active EE | $1,222 | $3,094-60.5% | $3,883-68.5% | $4,296-71.5% |
| Admin fee / account holder | $697 | $5,671-87.7% | $5,768-87.9% | $6,918-89.9% |