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 | $15,065 | $57,354-73.7% | $83,848-82.0% | $64,186-76.5% |
| Participation rate | 55.0% | 68.6%-13.6pp | 76.1%-21.1pp | 69.6%-14.6pp |
| Annual return | -13.61% | 11.38%-25.0pp | 850.88%-864.5pp | 7.63%-21.2pp |
| Employer contribution / active EE | $1,687 | $2,545-33.7% | $3,631-53.5% | $2,381-29.2% |
| Participant deferral / active EE | $3,250 | $2,993+8.6% | $4,082-20.4% | $3,470-6.3% |
| Admin fee / account holder | $1,986 | $4,046-50.9% | $5,478-63.7% | $4,888-59.4% |