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 8-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 | $8,415 | $48,230-82.6% | $67,502-87.5% | $80,856-89.6% |
| Participation rate | 31.0% | 66.4%-35.4pp | 72.9%-41.9pp | 67.6%-36.7pp |
| Annual return | 6.03% | 18.28%-12.3pp | 3512.12%-3506.1pp | 35.59%-29.6pp |
| Employer contribution / active EE | $498 | $2,020-75.3% | $2,731-81.8% | $2,755-81.9% |
| Participant deferral / active EE | $1,230 | $2,924-57.9% | $4,000-69.2% | $4,296-71.4% |
| Admin fee / account holder | $1,464 | $3,681-60.2% | $3,998-63.4% | $6,918-78.8% |