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 8-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 | $5,291 | $73,867-92.8% | $143,757-96.3% | $68,494-92.3% |
| Participation rate | 39.4% | 66.7%-27.3pp | 80.3%-40.9pp | 67.9%-28.5pp |
| Annual return | -20.19% | 1.01%-21.2pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $599 | $3,184-81.2% | $4,951-87.9% | $2,596-76.9% |
| Participant deferral / active EE | $1,718 | $3,384-49.2% | $5,637-69.5% | $4,027-57.3% |
| Admin fee / account holder | $6,900 | $5,755+19.9% | $14,673-53.0% | $5,403+27.7% |