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 | $11,017 | $64,480-82.9% | $81,382-86.5% | $80,856-86.4% |
| Participation rate | 36.9% | 63.9%-26.9pp | 69.5%-32.6pp | 67.6%-30.7pp |
| Annual return | -25.57% | 16.34%-41.9pp | 24.73%-50.3pp | 35.59%-61.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,446 | $3,094-53.3% | $3,883-62.8% | $4,296-66.3% |
| Admin fee / account holder | $3,992 | $5,671-29.6% | $5,768-30.8% | $6,918-42.3% |