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 | $19,090 | $131,829-85.5% | $108,579-82.4% | $273,961-93.0% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 1.87% | -91.57%+93.4pp | -51.70%+53.6pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,865 | $4,912-62.0% | $3,758-50.4% | $4,869-61.7% |
| Participant deferral / active EE | $3,842 | $5,127-25.1% | $4,311-10.9% | $5,287-27.3% |
| Admin fee / account holder | $4,075 | $10,252-60.3% | $7,645-46.7% | $10,132-59.8% |