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 | $8,479 | $43,327-80.4% | $59,878-85.8% | $64,186-86.8% |
| Participation rate | 67.9% | 69.2%-1.3pp | 74.7%-6.8pp | 69.6%-1.7pp |
| Annual return | -8.90% | -1.55%-7.4pp | 3.46%-12.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $648 | $2,028-68.1% | $2,722-76.2% | $2,381-72.8% |
| Participant deferral / active EE | $1,866 | $2,546-26.7% | $3,402-45.1% | $3,470-46.2% |
| Admin fee / account holder | $1,007 | $3,005-66.5% | $3,590-71.9% | $4,888-79.4% |