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 | $11,586 | $50,958-77.3% | $74,550-84.5% | $64,186-81.9% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.1%-8.5pp | 69.6%-9.0pp |
| Annual return | -17.19% | -1.86%-15.3pp | 32.53%-49.7pp | 7.63%-24.8pp |
| Employer contribution / active EE | $1,051 | $1,115-5.8% | $1,961-46.4% | $2,381-55.9% |
| Participant deferral / active EE | $3,171 | $2,301+37.8% | $3,108+2.0% | $3,470-8.6% |
| Admin fee / account holder | $763 | $4,223-81.9% | $5,060-84.9% | $4,888-84.4% |