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 | $20,521 | $64,119-68.0% | $112,228-81.7% | $66,914-69.3% |
| Participation rate | 40.2% | 68.5%-28.3pp | 75.1%-34.9pp | 69.8%-29.6pp |
| Annual return | -20.38% | -13.81%-6.6pp | 27.45%-47.8pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,500 | $3,005-50.1% | $3,635-58.7% | $2,544-41.0% |
| Participant deferral / active EE | $2,878 | $3,693-22.1% | $4,728-39.1% | $4,237-32.1% |
| Admin fee / account holder | $635 | $625+1.6% | $6,410-90.1% | $593+7.0% |