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 7-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 | $15,277 | $71,883-78.7% | $86,677-82.4% | $68,494-77.7% |
| Participation rate | 69.6% | 72.2%-2.6pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -22.11% | 3.52%-25.6pp | 35.91%-58.0pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,795 | $2,173-17.4% | $2,836-36.7% | $2,596-30.9% |
| Participant deferral / active EE | $4,404 | $3,779+16.5% | $4,656-5.4% | $4,027+9.3% |
| Admin fee / account holder | $317 | $6,112-94.8% | $7,493-95.8% | $5,403-94.1% |