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 5-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 | $11,389 | $71,883-84.2% | $86,677-86.9% | $68,494-83.4% |
| Participation rate | 36.7% | 72.2%-35.6pp | 76.6%-39.9pp | 67.9%-31.2pp |
| Annual return | -34.40% | 3.52%-37.9pp | 35.91%-70.3pp | -7.84%-26.6pp |
| Employer contribution / active EE | $606 | $2,173-72.1% | $2,836-78.7% | $2,596-76.7% |
| Participant deferral / active EE | $2,927 | $3,779-22.5% | $4,656-37.1% | $4,027-27.3% |
| Admin fee / account holder | $860 | $6,112-85.9% | $7,493-88.5% | $5,403-84.1% |