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 | $7,388 | $117,983-93.7% | $101,794-92.7% | $142,382-94.8% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.2%-41.4pp | 80.1%-52.3pp |
| Annual return | 1.98% | 36.92%-34.9pp | 30.53%-28.5pp | 217.08%-215.1pp |
| Employer contribution / active EE | $2,042 | $2,773-26.4% | $2,289-10.8% | $4,299-52.5% |
| Participant deferral / active EE | $1,714 | $4,714-63.6% | $4,084-58.0% | $6,507-73.7% |
| Admin fee / account holder | $9,084 | $10,433-12.9% | $8,777+3.5% | $12,624-28.0% |