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 | $117,983-99.2% | $101,794-99.1% | $142,382-99.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | -47.02% | 36.92%-83.9pp | 30.53%-77.5pp | 217.08%-264.1pp |
| Employer contribution / active EE | $693 | $2,773-75.0% | $2,289-69.7% | $4,299-83.9% |
| Participant deferral / active EE | $1,599 | $4,714-66.1% | $4,084-60.9% | $6,507-75.4% |
| Admin fee / account holder | $8,055 | $10,433-22.8% | $8,777-8.2% | $12,624-36.2% |