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 10-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 | $3,839 | $42,894-91.0% | $60,874-93.7% | $68,494-94.4% |
| Participation rate | 63.8% | 66.8%-3.0pp | 73.1%-9.3pp | 67.9%-4.1pp |
| Annual return | -22.89% | -13.98%-8.9pp | 16.90%-39.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,213 | $2,867-57.7% | $3,817-68.2% | $4,027-69.9% |
| Admin fee / account holder | $399 | $3,101-87.1% | $3,224-87.6% | $5,403-92.6% |