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 | $11,819 | $52,519-77.5% | $155,790-92.4% | $59,632-80.2% |
| Participation rate | 62.5% | 61.7%+0.8pp | 76.1%-13.6pp | 68.7%-6.2pp |
| Annual return | -2.66% | 53.51%-56.2pp | 71.54%-74.2pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $593 | $1,589-62.7% | $3,836-84.6% | $2,203-73.1% |
| Participant deferral / active EE | $1,230 | $3,084-60.1% | $4,797-74.4% | $3,192-61.5% |
| Admin fee / account holder | $1,066 | $3,540-69.9% | $7,478-85.7% | $4,297-75.2% |