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 4-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 | $19,651 | $81,460-75.9% | $103,333-81.0% | $80,856-75.7% |
| Participation rate | 42.3% | 66.8%-24.5pp | 74.5%-32.2pp | 67.6%-25.3pp |
| Annual return | 5.65% | 25.55%-19.9pp | 24.88%-19.2pp | 35.59%-29.9pp |
| Employer contribution / active EE | $1,686 | $3,105-45.7% | $3,868-56.4% | $2,755-38.8% |
| Participant deferral / active EE | $2,695 | $3,869-30.3% | $5,057-46.7% | $4,296-37.3% |
| Admin fee / account holder | $1,968 | $6,566-70.0% | $8,355-76.4% | $6,918-71.6% |