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 | $6,641 | $43,327-84.7% | $59,878-88.9% | $64,186-89.7% |
| Participation rate | 68.0% | 69.2%-1.2pp | 74.7%-6.7pp | 69.6%-1.6pp |
| Annual return | -37.33% | -1.55%-35.8pp | 3.46%-40.8pp | 7.63%-45.0pp |
| Employer contribution / active EE | $956 | $2,028-52.9% | $2,722-64.9% | $2,381-59.9% |
| Participant deferral / active EE | $3,740 | $2,546+46.9% | $3,402+9.9% | $3,470+7.8% |
| Admin fee / account holder | $1,389 | $3,005-53.8% | $3,590-61.3% | $4,888-71.6% |