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 8-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 | $15,736 | $50,958-69.1% | $74,550-78.9% | $64,186-75.5% |
| Participation rate | 39.0% | 61.1%-22.0pp | 69.1%-30.1pp | 69.6%-30.5pp |
| Annual return | -14.13% | -1.86%-12.3pp | 32.53%-46.7pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,472 | $1,115+32.0% | $1,961-24.9% | $2,381-38.2% |
| Participant deferral / active EE | $2,746 | $2,301+19.3% | $3,108-11.7% | $3,470-20.9% |
| Admin fee / account holder | $657 | $4,223-84.4% | $5,060-87.0% | $4,888-86.6% |