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 | $10,081 | $62,586-83.9% | $76,768-86.9% | $64,186-84.3% |
| Participation rate | 61.3% | 72.8%-11.5pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -17.58% | -1.95%-15.6pp | 2.43%-20.0pp | 7.63%-25.2pp |
| Employer contribution / active EE | $1,236 | $1,832-32.5% | $2,485-50.2% | $2,381-48.1% |
| Participant deferral / active EE | $2,559 | $3,145-18.6% | $3,852-33.6% | $3,470-26.2% |
| Admin fee / account holder | $421 | $4,667-91.0% | $6,675-93.7% | $4,888-91.4% |