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 | $16,272 | $135,952-88.0% | $123,892-86.9% | $273,961-94.1% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | -0.23% | 56.63%-56.9pp | 47.52%-47.7pp | 41.45%-41.7pp |
| Employer contribution / active EE | $3,452 | $5,170-33.2% | $4,617-25.2% | $4,869-29.1% |
| Participant deferral / active EE | $3,452 | $6,343-45.6% | $5,984-42.3% | $5,287-34.7% |
| Admin fee / account holder | $33,153 | $9,817+237.7% | $8,357+296.7% | $10,132+227.2% |