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 | $6,349 | $57,354-88.9% | $83,848-92.4% | $64,186-90.1% |
| Participation rate | 58.5% | 68.6%-10.1pp | 76.1%-17.6pp | 69.6%-11.0pp |
| Annual return | -17.12% | 11.38%-28.5pp | 850.88%-868.0pp | 7.63%-24.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,548 | $2,993-14.9% | $4,082-37.6% | $3,470-26.6% |
| Admin fee / account holder | $361 | $4,046-91.1% | $5,478-93.4% | $4,888-92.6% |