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 | $6,271 | $56,484-88.9% | $169,463-96.3% | $64,186-90.2% |
| Participation rate | 38.4% | 64.5%-26.2pp | 77.8%-39.4pp | 69.6%-31.2pp |
| Annual return | -15.53% | -1.55%-14.0pp | 1.83%-17.4pp | 7.63%-23.2pp |
| Employer contribution / active EE | $859 | $1,832-53.1% | $4,159-79.3% | $2,381-63.9% |
| Participant deferral / active EE | $1,269 | $3,448-63.2% | $5,277-76.0% | $3,470-63.4% |
| Admin fee / account holder | $975 | $4,174-76.6% | $9,109-89.3% | $4,888-80.0% |