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 | $4,609 | $37,426-87.7% | $77,482-94.1% | $79,858-94.2% |
| Participation rate | 17.5% | 41.5%-24.0pp | 54.2%-36.7pp | 69.6%-52.1pp |
| Annual return | 4.36% | 39.70%-35.3pp | 54.79%-50.4pp | 31.71%-27.4pp |
| Employer contribution / active EE | $326 | $637-48.8% | $986-67.0% | $2,471-86.8% |
| Participant deferral / active EE | $543 | $1,260-56.9% | $1,861-70.8% | $3,740-85.5% |
| Admin fee / account holder | $2,682 | $2,504+7.1% | $2,858-6.1% | $5,306-49.4% |