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 | $8,615 | $50,958-83.1% | $74,550-88.4% | $64,186-86.6% |
| Participation rate | 54.4% | 61.1%-6.7pp | 69.1%-14.8pp | 69.6%-15.2pp |
| Annual return | -9.20% | -1.86%-7.3pp | 32.53%-41.7pp | 7.63%-16.8pp |
| Employer contribution / active EE | $948 | $1,115-15.0% | $1,961-51.6% | $2,381-60.2% |
| Participant deferral / active EE | $1,933 | $2,301-16.0% | $3,108-37.8% | $3,470-44.3% |
| Admin fee / account holder | $683 | $4,223-83.8% | $5,060-86.5% | $4,888-86.0% |