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 6-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 | $9,634 | $42,894-77.5% | $60,874-84.2% | $68,494-85.9% |
| Participation rate | 69.6% | 66.8%+2.8pp | 73.1%-3.5pp | 67.9%+1.7pp |
| Annual return | -18.92% | -13.98%-4.9pp | 16.90%-35.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $696 | $1,978-64.8% | $2,701-74.2% | $2,596-73.2% |
| Participant deferral / active EE | $2,454 | $2,867-14.4% | $3,817-35.7% | $4,027-39.1% |
| Admin fee / account holder | $766 | $3,101-75.3% | $3,224-76.2% | $5,403-85.8% |