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 8-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 | $9,540 | $72,277-86.8% | $101,248-90.6% | $79,858-88.1% |
| Participation rate | 53.0% | 68.5%-15.4pp | 75.8%-22.8pp | 69.6%-16.6pp |
| Annual return | -20.97% | 22.30%-43.3pp | 46.47%-67.4pp | 31.71%-52.7pp |
| Employer contribution / active EE | $1,309 | $2,692-51.4% | $3,660-64.2% | $2,471-47.0% |
| Participant deferral / active EE | $2,221 | $3,282-32.3% | $4,370-49.2% | $3,740-40.6% |
| Admin fee / account holder | $604 | $4,400-86.3% | $5,945-89.8% | $5,306-88.6% |