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 | $10,337 | $77,813-86.7% | $123,544-91.6% | $64,186-83.9% |
| Participation rate | 68.4% | 74.7%-6.3pp | 82.3%-13.9pp | 69.6%-1.1pp |
| Annual return | -14.31% | 12.48%-26.8pp | 119.20%-133.5pp | 7.63%-21.9pp |
| Employer contribution / active EE | $2,216 | $3,014-26.5% | $4,628-52.1% | $2,381-6.9% |
| Participant deferral / active EE | $4,636 | $5,240-11.5% | $6,426-27.8% | $3,470+33.6% |
| Admin fee / account holder | $2,346 | $5,519-57.5% | $9,284-74.7% | $4,888-52.0% |