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 | $9,073 | $211,958-95.7% | $169,463-94.6% | $135,375-93.3% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -11.81% | 3.26%-15.1pp | 1.83%-13.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $980 | $5,120-80.9% | $4,159-76.4% | $4,779-79.5% |
| Participant deferral / active EE | $1,526 | $6,075-74.9% | $5,277-71.1% | $5,609-72.8% |
| Admin fee / account holder | $563 | $11,471-95.1% | $9,109-93.8% | $10,827-94.8% |