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 | $11,611 | $56,357-79.4% | $104,294-88.9% | $68,494-83.0% |
| Participation rate | 28.3% | 63.3%-35.0pp | 73.3%-45.0pp | 67.9%-39.6pp |
| Annual return | -29.78% | -9.19%-20.6pp | 24.61%-54.4pp | -7.84%-21.9pp |
| Employer contribution / active EE | $817 | $1,960-58.3% | $3,372-75.8% | $2,596-68.5% |
| Participant deferral / active EE | $1,572 | $3,077-48.9% | $4,625-66.0% | $4,027-61.0% |
| Admin fee / account holder | $483 | $4,903-90.1% | $7,339-93.4% | $5,403-91.1% |