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 | $22,358 | $71,883-68.9% | $86,677-74.2% | $68,494-67.4% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.1pp | 67.9%-21.5pp |
| Annual return | -20.57% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,116 | $2,173-48.7% | $2,836-60.7% | $2,596-57.0% |
| Participant deferral / active EE | $2,074 | $3,779-45.1% | $4,656-55.5% | $4,027-48.5% |
| Admin fee / account holder | $1,123 | $6,112-81.6% | $7,493-85.0% | $5,403-79.2% |