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 9-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 | $2,802 | $54,541-94.9% | $78,778-96.4% | $70,131-96.0% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 8.41% | 21.07%-12.7pp | 35.62%-27.2pp | 73.14%-64.7pp |
| Employer contribution / active EE | $370 | $1,089-66.0% | $1,986-81.3% | $2,342-84.2% |
| Participant deferral / active EE | $1,127 | $2,210-49.0% | $2,958-61.9% | $3,332-66.2% |
| Admin fee / account holder | $4,375 | $3,709+18.0% | $5,134-14.8% | $4,645-5.8% |