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 | $13,627 | $52,519-74.1% | $155,790-91.3% | $59,632-77.1% |
| Participation rate | 65.7% | 61.7%+4.0pp | 76.1%-10.4pp | 68.7%-3.0pp |
| Annual return | -3.91% | 53.51%-57.4pp | 71.54%-75.5pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $1,536 | $1,589-3.3% | $3,836-59.9% | $2,203-30.2% |
| Participant deferral / active EE | $2,216 | $3,084-28.2% | $4,797-53.8% | $3,192-30.6% |
| Admin fee / account holder | $5,014 | $3,540+41.6% | $7,478-33.0% | $4,297+16.7% |