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 | $12,332 | $44,221-72.1% | $121,196-89.8% | $56,287-78.1% |
| Participation rate | 54.9% | 61.1%-6.2pp | 71.7%-16.8pp | 69.9%-15.0pp |
| Annual return | -10.62% | -3.58%-7.0pp | 16.93%-27.5pp | -9.96%-0.7pp |
| Employer contribution / active EE | $1,547 | $1,480+4.5% | $4,022-61.5% | $2,111-26.7% |
| Participant deferral / active EE | $2,992 | $2,521+18.7% | $3,344-10.5% | $3,350-10.7% |
| Admin fee / account holder | $402 | $480-16.3% | $5,019-92.0% | $521-22.8% |