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 | $19,578 | $138,065-85.8% | $123,544-84.2% | $135,375-85.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -10.56% | 153.68%-164.2pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,806 | $5,151-64.9% | $4,628-61.0% | $4,779-62.2% |
| Participant deferral / active EE | $3,611 | $6,799-46.9% | $6,426-43.8% | $5,609-35.6% |
| Admin fee / account holder | $6,149 | $10,916-43.7% | $9,284-33.8% | $10,827-43.2% |