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 | $16,666 | $76,552-78.2% | $123,892-86.5% | $62,891-73.5% |
| Participation rate | 28.3% | 73.0%-44.7pp | 81.4%-53.2pp | 69.3%-41.0pp |
| Annual return | -27.91% | 18.68%-46.6pp | 47.52%-75.4pp | 20.14%-48.1pp |
| Employer contribution / active EE | $2,599 | $2,883-9.8% | $4,617-43.7% | $2,281+13.9% |
| Participant deferral / active EE | $4,974 | $4,840+2.8% | $5,984-16.9% | $3,203+55.3% |
| Admin fee / account holder | $6,780 | $4,826+40.5% | $8,357-18.9% | $4,296+57.8% |