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 | $19,417 | $62,586-69.0% | $76,768-74.7% | $64,186-69.7% |
| Participation rate | 17.3% | 72.8%-55.5pp | 77.0%-59.7pp | 69.6%-52.3pp |
| Annual return | -11.43% | -1.95%-9.5pp | 2.43%-13.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $870 | $1,832-52.5% | $2,485-65.0% | $2,381-63.5% |
| Participant deferral / active EE | $1,483 | $3,145-52.8% | $3,852-61.5% | $3,470-57.3% |
| Admin fee / account holder | $1,012 | $4,667-78.3% | $6,675-84.8% | $4,888-79.3% |