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 | $21,794 | $73,004-70.1% | $90,749-76.0% | $68,494-68.2% |
| Participation rate | 47.2% | 70.8%-23.6pp | 75.7%-28.5pp | 67.9%-20.7pp |
| Annual return | -23.00% | -13.81%-9.2pp | -12.16%-10.8pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,201 | $2,193+0.4% | $2,921-24.6% | $2,596-15.2% |
| Participant deferral / active EE | $4,384 | $3,627+20.9% | $4,564-4.0% | $4,027+8.8% |
| Admin fee / account holder | $1,339 | $5,896-77.3% | $8,445-84.1% | $5,403-75.2% |