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 | $7,917 | $56,484-86.0% | $169,463-95.3% | $64,186-87.7% |
| Participation rate | 46.9% | 64.5%-17.6pp | 77.8%-30.8pp | 69.6%-22.6pp |
| Annual return | -14.63% | -1.55%-13.1pp | 1.83%-16.5pp | 7.63%-22.3pp |
| Employer contribution / active EE | $1,025 | $1,832-44.1% | $4,159-75.4% | $2,381-56.9% |
| Participant deferral / active EE | $1,772 | $3,448-48.6% | $5,277-66.4% | $3,470-48.9% |
| Admin fee / account holder | $499 | $4,174-88.0% | $9,109-94.5% | $4,888-89.8% |