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 10-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 | $19,188 | $81,900-76.6% | $119,609-84.0% | $68,494-72.0% |
| Participation rate | 68.0% | 71.9%-3.9pp | 79.3%-11.3pp | 67.9%+0.1pp |
| Annual return | -19.30% | -23.82%+4.5pp | -14.97%-4.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,632 | $2,693-39.4% | $4,232-61.4% | $2,596-37.2% |
| Participant deferral / active EE | $2,313 | $4,148-44.2% | $5,602-58.7% | $4,027-42.6% |
| Admin fee / account holder | $1,635 | $6,582-75.2% | $10,323-84.2% | $5,403-69.7% |