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 7-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 | $10,847 | $64,707-83.2% | $112,228-90.3% | $68,494-84.2% |
| Participation rate | 41.2% | 67.2%-26.0pp | 75.1%-33.9pp | 67.9%-26.7pp |
| Annual return | -21.11% | -11.40%-9.7pp | 27.45%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $762 | $2,746-72.3% | $3,635-79.0% | $2,596-70.7% |
| Participant deferral / active EE | $2,340 | $3,565-34.4% | $4,728-50.5% | $4,027-41.9% |
| Admin fee / account holder | $4,520 | $5,232-13.6% | $6,410-29.5% | $5,403-16.3% |