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 9-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 | $13,314 | $46,869-71.6% | $122,332-89.1% | $70,131-81.0% |
| Participation rate | 51.0% | 58.2%-7.2pp | 71.6%-20.6pp | 69.5%-18.5pp |
| Annual return | 10.55% | 24.22%-13.7pp | 30.27%-19.7pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,279 | $1,288-0.7% | $4,050-68.4% | $2,342-45.4% |
| Participant deferral / active EE | $2,375 | $2,166+9.6% | $3,287-27.8% | $3,332-28.7% |
| Admin fee / account holder | $8,184 | $3,322+146.3% | $5,478+49.4% | $4,645+76.2% |