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 | $11,075 | $77,813-85.8% | $123,544-91.0% | $64,186-82.7% |
| Participation rate | 66.3% | 74.7%-8.4pp | 82.3%-16.0pp | 69.6%-3.3pp |
| Annual return | -10.46% | 12.48%-22.9pp | 119.20%-129.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,819 | $5,240+49.2% | $6,426+21.7% | $3,470+125.4% |
| Admin fee / account holder | $4,674 | $5,519-15.3% | $9,284-49.7% | $4,888-4.4% |