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 | $8,888 | $66,310-86.6% | $93,606-90.5% | $65,185-86.4% |
| Participation rate | 32.1% | 74.0%-41.9pp | 75.8%-43.8pp | 70.2%-38.1pp |
| Annual return | 16.82% | 42.58%-25.8pp | 32.76%-15.9pp | 29.38%-12.6pp |
| Employer contribution / active EE | $878 | $2,012-56.4% | $2,718-67.7% | $2,177-59.7% |
| Participant deferral / active EE | $1,588 | $3,342-52.5% | $4,069-61.0% | $3,514-54.8% |
| Admin fee / account holder | $737 | $6,897-89.3% | $7,888-90.7% | $847-13.0% |