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 | $9,776 | $50,958-80.8% | $74,550-86.9% | $64,186-84.8% |
| Participation rate | 68.9% | 61.1%+7.8pp | 69.1%-0.3pp | 69.6%-0.7pp |
| Annual return | -15.97% | -1.86%-14.1pp | 32.53%-48.5pp | 7.63%-23.6pp |
| Employer contribution / active EE | $1,351 | $1,115+21.1% | $1,961-31.1% | $2,381-43.2% |
| Participant deferral / active EE | $1,944 | $2,301-15.5% | $3,108-37.5% | $3,470-44.0% |
| Admin fee / account holder | $684 | $4,223-83.8% | $5,060-86.5% | $4,888-86.0% |