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 | $7,095 | $42,383-83.3% | $76,523-90.7% | $64,186-88.9% |
| Participation rate | 40.6% | 58.1%-17.5pp | 68.0%-27.4pp | 69.6%-28.9pp |
| Annual return | -15.87% | -16.54%+0.7pp | -0.27%-15.6pp | 7.63%-23.5pp |
| Employer contribution / active EE | $1,054 | $1,563-32.6% | $2,647-60.2% | $2,381-55.7% |
| Participant deferral / active EE | $1,846 | $2,566-28.1% | $3,835-51.9% | $3,470-46.8% |
| Admin fee / account holder | $1,051 | $3,198-67.1% | $4,848-78.3% | $4,888-78.5% |