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 | $5,806 | $77,314-92.5% | $177,989-96.7% | $80,856-92.8% |
| Participation rate | 39.5% | 65.7%-26.2pp | 77.1%-37.6pp | 67.6%-28.2pp |
| Annual return | 9.68% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $635 | $2,292-72.3% | $3,949-83.9% | $2,755-77.0% |
| Participant deferral / active EE | $1,632 | $4,411-63.0% | $6,276-74.0% | $4,296-62.0% |
| Admin fee / account holder | $2,187 | $7,191-69.6% | $10,363-78.9% | $6,918-68.4% |