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 | $3,365 | $106,584-96.8% | $101,326-96.7% | $142,382-97.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 3.65% | 36.93%-33.3pp | 36.82%-33.2pp | 217.08%-213.4pp |
| Employer contribution / active EE | $430 | $3,956-89.1% | $3,665-88.3% | $4,299-90.0% |
| Participant deferral / active EE | $3,295 | $8,297-60.3% | $7,994-58.8% | $6,507-49.4% |
| Admin fee / account holder | $11,942 | $11,446+4.3% | $11,185+6.8% | $12,624-5.4% |