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 | $12,889 | $57,354-77.5% | $83,848-84.6% | $64,186-79.9% |
| Participation rate | 68.9% | 68.6%+0.3pp | 76.1%-7.3pp | 69.6%-0.7pp |
| Annual return | -11.58% | 11.38%-23.0pp | 850.88%-862.5pp | 7.63%-19.2pp |
| Employer contribution / active EE | $849 | $2,545-66.6% | $3,631-76.6% | $2,381-64.3% |
| Participant deferral / active EE | $2,201 | $2,993-26.5% | $4,082-46.1% | $3,470-36.6% |
| Admin fee / account holder | $906 | $4,046-77.6% | $5,478-83.5% | $4,888-81.5% |