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 | $7,877 | $95,193-91.7% | $76,523-89.7% | $135,375-94.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -13.48% | 4.85%-18.3pp | -0.27%-13.2pp | 519.73%-533.2pp |
| Employer contribution / active EE | $552 | $3,302-83.3% | $2,647-79.2% | $4,779-88.5% |
| Participant deferral / active EE | $883 | $4,639-81.0% | $3,835-77.0% | $5,609-84.3% |
| Admin fee / account holder | $570 | $6,249-90.9% | $4,848-88.3% | $10,827-94.7% |