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 6-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 | $14,328 | $167,484-91.4% | $151,611-90.5% | $134,475-89.3% |
| Participation rate | 68.4% | 88.4%-20.0pp | 87.5%-19.1pp | 81.2%-12.8pp |
| Annual return | -32.99% | 7.80%-40.8pp | 3.33%-36.3pp | 417.96%-451.0pp |
| Employer contribution / active EE | $1,627 | $6,829-76.2% | $6,166-73.6% | $4,740-65.7% |
| Participant deferral / active EE | $4,492 | $8,986-50.0% | $8,363-46.3% | $6,400-29.8% |
| Admin fee / account holder | $3,237 | $13,783-76.5% | $11,616-72.1% | $11,426-71.7% |