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 | $16,650 | $72,277-77.0% | $101,248-83.6% | $79,858-79.2% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 2.03% | 22.30%-20.3pp | 46.47%-44.4pp | 31.71%-29.7pp |
| Employer contribution / active EE | $1,609 | $2,692-40.2% | $3,660-56.0% | $2,471-34.9% |
| Participant deferral / active EE | $2,439 | $3,282-25.7% | $4,370-44.2% | $3,740-34.8% |
| Admin fee / account holder | $809 | $4,400-81.6% | $5,945-86.4% | $5,306-84.8% |