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 8-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 | $959 | $112,729-99.1% | $98,716-99.0% | $137,256-99.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | -47.02% | 38.48%-85.5pp | 31.81%-78.8pp | 220.34%-267.4pp |
| Employer contribution / active EE | $693 | $2,725-74.6% | $2,279-69.6% | $4,156-83.3% |
| Participant deferral / active EE | $1,599 | $4,640-65.6% | $4,048-60.5% | $6,407-75.0% |
| Admin fee / account holder | $8,055 | $10,129-20.5% | $8,703-7.4% | $12,270-34.4% |