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 | $12,460 | $158,817-92.2% | $121,196-89.7% | $135,375-90.8% |
| Participation rate | 19.0% | 79.3%-60.3pp | 71.7%-52.7pp | 82.6%-63.6pp |
| Annual return | -13.63% | -0.64%-13.0pp | 16.93%-30.6pp | 519.73%-533.4pp |
| Employer contribution / active EE | $719 | $5,665-87.3% | $4,022-82.1% | $4,779-84.9% |
| Participant deferral / active EE | $730 | $4,005-81.8% | $3,344-78.2% | $5,609-87.0% |
| Admin fee / account holder | $1,851 | $6,512-71.6% | $5,019-63.1% | $10,827-82.9% |