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 5-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 | $12,962 | $64,707-80.0% | $112,228-88.5% | $68,494-81.1% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -20.47% | -11.40%-9.1pp | 27.45%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,599 | $2,746-5.4% | $3,635-28.5% | $2,596+0.1% |
| Participant deferral / active EE | $4,308 | $3,565+20.8% | $4,728-8.9% | $4,027+7.0% |
| Admin fee / account holder | $930 | $5,232-82.2% | $6,410-85.5% | $5,403-82.8% |