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 | $20,191 | $65,082-69.0% | $81,367-75.2% | $59,632-66.1% |
| Participation rate | 51.7% | 76.0%-24.2pp | 82.3%-30.6pp | 68.7%-16.9pp |
| Annual return | -3.96% | 1.16%-5.1pp | -0.92%-3.0pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $1,089 | $2,934-62.9% | $3,930-72.3% | $2,203-50.6% |
| Participant deferral / active EE | $2,413 | $4,083-40.9% | $5,383-55.2% | $3,192-24.4% |
| Admin fee / account holder | $709 | $7,582-90.6% | $8,926-92.1% | $4,297-83.5% |