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 | $5,744 | $50,958-88.7% | $74,550-92.3% | $64,186-91.1% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.1%-40.6pp | 69.6%-41.0pp |
| Annual return | -17.41% | -1.86%-15.6pp | 32.53%-49.9pp | 7.63%-25.0pp |
| Employer contribution / active EE | $322 | $1,115-71.1% | $1,961-83.6% | $2,381-86.5% |
| Participant deferral / active EE | $1,462 | $2,301-36.5% | $3,108-53.0% | $3,470-57.9% |
| Admin fee / account holder | $3,266 | $4,223-22.7% | $5,060-35.4% | $4,888-33.2% |