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 8-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 | $17,376 | $71,883-75.8% | $86,677-80.0% | $68,494-74.6% |
| Participation rate | 67.8% | 72.2%-4.4pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | -19.01% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,692 | $2,173+23.9% | $2,836-5.1% | $2,596+3.7% |
| Participant deferral / active EE | $4,836 | $3,779+28.0% | $4,656+3.9% | $4,027+20.1% |
| Admin fee / account holder | $6,960 | $6,112+13.9% | $7,493-7.1% | $5,403+28.8% |