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 | $16,156 | $92,222-82.5% | $76,768-79.0% | $135,375-88.1% |
| Participation rate | 38.5% | 79.8%-41.3pp | 77.0%-38.5pp | 82.6%-44.2pp |
| Annual return | -25.65% | 5.46%-31.1pp | 2.43%-28.1pp | 519.73%-545.4pp |
| Employer contribution / active EE | $1,494 | $3,216-53.5% | $2,485-39.9% | $4,779-68.7% |
| Participant deferral / active EE | $3,722 | $4,509-17.5% | $3,852-3.4% | $5,609-33.6% |
| Admin fee / account holder | $677 | $10,748-93.7% | $6,675-89.9% | $10,827-93.8% |