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 | $7,203 | $127,100-94.3% | $105,738-93.2% | $135,375-94.7% |
| Participation rate | 61.5% | 82.7%-21.2pp | 76.3%-14.8pp | 82.6%-21.1pp |
| Annual return | -39.93% | 4.49%-44.4pp | 6.27%-46.2pp | 519.73%-559.7pp |
| Employer contribution / active EE | $1,150 | $4,107-72.0% | $3,268-64.8% | $4,779-75.9% |
| Participant deferral / active EE | $2,299 | $5,064-54.6% | $4,080-43.6% | $5,609-59.0% |
| Admin fee / account holder | $454 | $9,087-95.0% | $6,913-93.4% | $10,827-95.8% |