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 | $12,938 | $70,428-81.6% | $96,562-86.6% | $85,850-84.9% |
| Participation rate | 50.9% | 61.8%-10.9pp | 69.8%-18.9pp | 69.3%-18.4pp |
| Annual return | 10.42% | 18.59%-8.2pp | 37.78%-27.4pp | 318.53%-308.1pp |
| Employer contribution / active EE | $3,900 | $1,413+176.0% | $2,356+65.5% | $2,565+52.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,439 | $4,997-51.2% | $6,181-60.5% | $6,260-61.0% |