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 | $22,358 | $160,055-86.0% | $140,016-84.0% | $135,375-83.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -13.85% | 911.38%-925.2pp | 651.12%-665.0pp | 519.73%-533.6pp |
| Employer contribution / active EE | $1,569 | $6,420-75.6% | $5,606-72.0% | $4,779-67.2% |
| Participant deferral / active EE | $2,895 | $7,642-62.1% | $6,927-58.2% | $5,609-48.4% |
| Admin fee / account holder | $327 | $13,328-97.6% | $10,705-97.0% | $10,827-97.0% |