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 | $3,127 | $50,958-93.9% | $74,550-95.8% | $64,186-95.1% |
| Participation rate | 46.0% | 61.1%-15.1pp | 69.1%-23.1pp | 69.6%-23.6pp |
| Annual return | -13.38% | -1.86%-11.5pp | 32.53%-45.9pp | 7.63%-21.0pp |
| Employer contribution / active EE | $315 | $1,115-71.7% | $1,961-83.9% | $2,381-86.8% |
| Participant deferral / active EE | $1,281 | $2,301-44.3% | $3,108-58.8% | $3,470-63.1% |
| Admin fee / account holder | $531 | $4,223-87.4% | $5,060-89.5% | $4,888-89.1% |