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 3-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 | $7,459 | $57,057-86.9% | $85,009-91.2% | $80,874-90.8% |
| Participation rate | 47.4% | 56.4%-9.0pp | 67.5%-20.1pp | 67.6%-20.3pp |
| Annual return | 6.35% | 21.66%-15.3pp | 66.47%-60.1pp | 35.62%-29.3pp |
| Employer contribution / active EE | $619 | $1,799-65.6% | $2,728-77.3% | $2,756-77.5% |
| Participant deferral / active EE | $846 | $3,112-72.8% | $4,522-81.3% | $4,297-80.3% |
| Admin fee / account holder | $9,436 | $4,986+89.3% | $6,153+53.4% | $6,935+36.1% |