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 | $10,964 | $167,307-93.4% | $143,757-92.4% | $134,475-91.8% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -45.90% | 0.46%-46.4pp | -0.04%-45.9pp | 417.96%-463.9pp |
| Employer contribution / active EE | $1,421 | $5,619-74.7% | $4,951-71.3% | $4,740-70.0% |
| Participant deferral / active EE | $3,996 | $6,446-38.0% | $5,637-29.1% | $6,400-37.6% |
| Admin fee / account holder | $2,488 | $18,088-86.2% | $14,673-83.0% | $11,426-78.2% |