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 | $8,138 | $73,867-89.0% | $143,757-94.3% | $68,494-88.1% |
| Participation rate | 43.2% | 66.7%-23.4pp | 80.3%-37.1pp | 67.9%-24.6pp |
| Annual return | -19.66% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $745 | $3,184-76.6% | $4,951-84.9% | $2,596-71.3% |
| Participant deferral / active EE | $1,210 | $3,384-64.3% | $5,637-78.5% | $4,027-70.0% |
| Admin fee / account holder | $345 | $5,755-94.0% | $14,673-97.6% | $5,403-93.6% |