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 | $12,614 | $92,222-86.3% | $76,768-83.6% | $135,375-90.7% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -29.42% | 5.46%-34.9pp | 2.43%-31.8pp | 519.73%-549.1pp |
| Employer contribution / active EE | $1,435 | $3,216-55.4% | $2,485-42.2% | $4,779-70.0% |
| Participant deferral / active EE | $4,880 | $4,509+8.2% | $3,852+26.7% | $5,609-13.0% |
| Admin fee / account holder | $576 | $10,748-94.6% | $6,675-91.4% | $10,827-94.7% |