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 | $10,102 | $103,949-90.3% | $69,182-85.4% | $273,961-96.3% |
| Participation rate | 4.8% | 67.4%-62.6pp | 55.1%-50.4pp | 83.0%-78.3pp |
| Annual return | -1.48% | 35.28%-36.8pp | -21.93%+20.5pp | 41.45%-42.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $47 | $2,716-98.3% | $1,897-97.5% | $5,287-99.1% |
| Admin fee / account holder | $10,868 | $3,671+196.1% | $2,697+303.0% | $10,132+7.3% |