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 | $23,043 | $81,900-71.9% | $119,609-80.7% | $68,494-66.4% |
| Participation rate | 69.7% | 71.9%-2.2pp | 79.3%-9.6pp | 67.9%+1.8pp |
| Annual return | -19.04% | -23.82%+4.8pp | -14.97%-4.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,253 | $2,693-16.4% | $4,232-46.8% | $2,596-13.2% |
| Participant deferral / active EE | $3,478 | $4,148-16.2% | $5,602-37.9% | $4,027-13.6% |
| Admin fee / account holder | $2,536 | $6,582-61.5% | $10,323-75.4% | $5,403-53.1% |