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 | $4,680 | $32,117-85.4% | $71,086-93.4% | $64,186-92.7% |
| Participation rate | 54.3% | 42.7%+11.6pp | 54.7%-0.3pp | 69.6%-15.2pp |
| Annual return | -12.97% | -5.57%-7.4pp | 650.59%-663.6pp | 7.63%-20.6pp |
| Employer contribution / active EE | $893 | $712+25.4% | $1,088-17.9% | $2,381-62.5% |
| Participant deferral / active EE | $990 | $1,263-21.6% | $1,874-47.2% | $3,470-71.5% |
| Admin fee / account holder | $847 | $2,759-69.3% | $3,082-72.5% | $4,888-82.7% |