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 | $17,004 | $127,386-86.7% | $115,037-85.2% | $125,391-86.4% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -4.74% | 31.28%-36.0pp | 26.14%-30.9pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,339 | $5,166-74.1% | $4,608-70.9% | $4,866-72.5% |
| Participant deferral / active EE | $6,694 | $6,423+4.2% | $6,026+11.1% | $5,352+25.1% |
| Admin fee / account holder | $327 | $9,516-96.6% | $8,175-96.0% | $9,540-96.6% |