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 8-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 | $5,615 | $152,587-96.3% | $125,175-95.5% | $152,861-96.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | -41.48% | 54.84%-96.3pp | 43.79%-85.3pp | 345.32%-386.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,912 | $5,868-50.4% | $4,937-41.0% | $5,850-50.2% |
| Admin fee / account holder | $1,674 | $13,434-87.5% | $9,702-82.7% | $11,596-85.6% |