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 5-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 | $9,376 | $81,900-88.6% | $119,609-92.2% | $68,494-86.3% |
| Participation rate | 41.3% | 71.9%-30.6pp | 79.3%-38.0pp | 67.9%-26.6pp |
| Annual return | -23.87% | -23.82%-0.1pp | -14.97%-8.9pp | -7.84%-16.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,908 | $4,148-29.9% | $5,602-48.1% | $4,027-27.8% |
| Admin fee / account holder | $1,237 | $6,582-81.2% | $10,323-88.0% | $5,403-77.1% |