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 | $12,943 | $167,307-92.3% | $143,757-91.0% | $134,475-90.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.91% | 0.46%-22.4pp | -0.04%-21.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,866 | $5,619-66.8% | $4,951-62.3% | $4,740-60.6% |
| Participant deferral / active EE | $4,000 | $6,446-37.9% | $5,637-29.0% | $6,400-37.5% |
| Admin fee / account holder | $6,338 | $18,088-65.0% | $14,673-56.8% | $11,426-44.5% |