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 9-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 | $10,699 | $90,503-88.2% | $78,689-86.4% | $273,961-96.1% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 2.00% | 75.60%-73.6pp | 62.18%-60.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,138 | $3,176-64.2% | $2,851-60.1% | $4,869-76.6% |
| Participant deferral / active EE | $2,028 | $3,901-48.0% | $3,517-42.3% | $5,287-61.6% |
| Admin fee / account holder | $11,903 | $5,263+126.1% | $4,510+163.9% | $10,132+17.5% |