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 7-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 | $7,567 | $53,162-85.8% | $91,220-91.7% | $68,494-89.0% |
| Participation rate | 66.1% | 63.2%+2.9pp | 73.2%-7.1pp | 67.9%-1.8pp |
| Annual return | -24.44% | -3.14%-21.3pp | 114.01%-138.5pp | -7.84%-16.6pp |
| Employer contribution / active EE | $1,604 | $1,709-6.2% | $2,850-43.7% | $2,596-38.2% |
| Participant deferral / active EE | $3,324 | $2,974+11.8% | $4,234-21.5% | $4,027-17.5% |
| Admin fee / account holder | $1,703 | $4,493-62.1% | $5,420-68.6% | $5,403-68.5% |