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 | $16,990 | $73,004-76.7% | $90,749-81.3% | $68,494-75.2% |
| Participation rate | 51.9% | 70.8%-18.9pp | 75.7%-23.7pp | 67.9%-15.9pp |
| Annual return | -22.00% | -13.81%-8.2pp | -12.16%-9.8pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,551 | $2,193-29.3% | $2,921-46.9% | $2,596-40.3% |
| Participant deferral / active EE | $3,034 | $3,627-16.4% | $4,564-33.5% | $4,027-24.7% |
| Admin fee / account holder | $2,139 | $5,896-63.7% | $8,445-74.7% | $5,403-60.4% |