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 7-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 | $19,995 | $58,512-65.8% | $84,015-76.2% | $72,985-72.6% |
| Participation rate | 30.6% | 61.2%-30.7pp | 69.0%-38.5pp | 69.5%-38.9pp |
| Annual return | -2.61% | 28.93%-31.5pp | 71.31%-73.9pp | 81.00%-83.6pp |
| Employer contribution / active EE | $315 | $1,163-72.9% | $1,983-84.1% | $2,440-87.1% |
| Participant deferral / active EE | $1,070 | $2,394-55.3% | $3,239-66.9% | $3,607-70.3% |
| Admin fee / account holder | $5,578 | $4,569+22.1% | $6,101-8.6% | $5,124+8.9% |