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 | $7,093 | $57,354-87.6% | $83,848-91.5% | $64,186-88.9% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -11.85% | 11.38%-23.2pp | 850.88%-862.7pp | 7.63%-19.5pp |
| Employer contribution / active EE | $879 | $2,545-65.5% | $3,631-75.8% | $2,381-63.1% |
| Participant deferral / active EE | $1,569 | $2,993-47.6% | $4,082-61.6% | $3,470-54.8% |
| Admin fee / account holder | $1,362 | $4,046-66.3% | $5,478-75.1% | $4,888-72.1% |