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 | $5,751 | $37,426-84.6% | $77,482-92.6% | $79,858-92.8% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.3pp |
| Annual return | -1.89% | 39.70%-41.6pp | 54.79%-56.7pp | 31.71%-33.6pp |
| Employer contribution / active EE | $181 | $637-71.6% | $986-81.7% | $2,471-92.7% |
| Participant deferral / active EE | $447 | $1,260-64.5% | $1,861-76.0% | $3,740-88.0% |
| Admin fee / account holder | $2,860 | $2,504+14.2% | $2,858+0.1% | $5,306-46.1% |