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 | $4,723 | $43,327-89.1% | $59,878-92.1% | $64,186-92.6% |
| Participation rate | 65.4% | 69.2%-3.8pp | 74.7%-9.3pp | 69.6%-4.2pp |
| Annual return | -7.27% | -1.55%-5.7pp | 3.46%-10.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $491 | $2,028-75.8% | $2,722-81.9% | $2,381-79.4% |
| Participant deferral / active EE | $1,323 | $2,546-48.0% | $3,402-61.1% | $3,470-61.9% |
| Admin fee / account holder | $2,294 | $3,005-23.7% | $3,590-36.1% | $4,888-53.1% |