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 | $6,178 | $95,971-93.6% | $74,550-91.7% | $135,375-95.4% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -13.55% | 56.96%-70.5pp | 32.53%-46.1pp | 519.73%-533.3pp |
| Employer contribution / active EE | $918 | $2,716-66.2% | $1,961-53.2% | $4,779-80.8% |
| Participant deferral / active EE | $2,361 | $3,843-38.6% | $3,108-24.0% | $5,609-57.9% |
| Admin fee / account holder | $826 | $6,522-87.3% | $5,060-83.7% | $10,827-92.4% |