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 | $8,181 | $57,016-85.7% | $84,966-90.4% | $80,856-89.9% |
| Participation rate | 7.4% | 56.3%-48.9pp | 67.5%-60.1pp | 67.6%-60.2pp |
| Annual return | -1.24% | 21.66%-22.9pp | 66.38%-67.6pp | 35.59%-36.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,170 | $3,110-62.4% | $4,519-74.1% | $4,296-72.8% |
| Admin fee / account holder | $12,758 | $4,980+156.2% | $6,149+107.5% | $6,918+84.4% |