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 | $17,063 | $52,836-67.7% | $105,738-83.9% | $64,186-73.4% |
| Participation rate | 31.2% | 66.5%-35.4pp | 76.3%-45.2pp | 69.6%-38.4pp |
| Annual return | -7.83% | 14.30%-22.1pp | 6.27%-14.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $568 | $1,827-68.9% | $3,268-82.6% | $2,381-76.1% |
| Participant deferral / active EE | $1,171 | $2,545-54.0% | $4,080-71.3% | $3,470-66.2% |
| Admin fee / account holder | $759 | $3,959-80.8% | $6,913-89.0% | $4,888-84.5% |