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 10-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 | $6,854 | $43,327-84.2% | $59,878-88.6% | $64,186-89.3% |
| Participation rate | 37.9% | 69.2%-31.2pp | 74.7%-36.8pp | 69.6%-31.6pp |
| Annual return | -12.79% | -1.55%-11.2pp | 3.46%-16.2pp | 7.63%-20.4pp |
| Employer contribution / active EE | $759 | $2,028-62.6% | $2,722-72.1% | $2,381-68.1% |
| Participant deferral / active EE | $1,228 | $2,546-51.8% | $3,402-63.9% | $3,470-64.6% |
| Admin fee / account holder | $465 | $3,005-84.5% | $3,590-87.1% | $4,888-90.5% |