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 | $7,419 | $72,177-89.7% | $115,037-93.6% | $59,632-87.6% |
| Participation rate | 67.9% | 72.6%-4.6pp | 81.4%-13.4pp | 68.7%-0.7pp |
| Annual return | -4.88% | 12.02%-16.9pp | 26.14%-31.0pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $1,859 | $2,841-34.6% | $4,608-59.7% | $2,203-15.6% |
| Participant deferral / active EE | $3,691 | $4,783-22.8% | $6,026-38.8% | $3,192+15.7% |
| Admin fee / account holder | $2,682 | $4,927-45.6% | $8,175-67.2% | $4,297-37.6% |