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 | $11,728 | $71,057-83.5% | $93,654-87.5% | $80,874-85.5% |
| Participation rate | 61.7% | 60.4%+1.3pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 2.80% | 11.26%-8.5pp | 133.34%-130.5pp | 35.62%-32.8pp |
| Employer contribution / active EE | $1,711 | $1,564+9.4% | $2,421-29.3% | $2,756-37.9% |
| Participant deferral / active EE | $1,345 | $4,034-66.7% | $4,413-69.5% | $4,297-68.7% |
| Admin fee / account holder | $2,030 | $6,944-70.8% | $8,282-75.5% | $6,935-70.7% |