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 | $18,416 | $86,929-78.8% | $102,423-82.0% | $80,856-77.2% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | -0.36% | 18.88%-19.2pp | 29.32%-29.7pp | 35.59%-36.0pp |
| Employer contribution / active EE | $881 | $2,369-62.8% | $3,023-70.9% | $2,755-68.0% |
| Participant deferral / active EE | $4,134 | $4,118+0.4% | $5,053-18.2% | $4,296-3.8% |
| Admin fee / account holder | $6,434 | $8,049-20.1% | $9,451-31.9% | $6,918-7.0% |