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 | $6,315 | $87,540-92.8% | $75,781-91.7% | $125,391-95.0% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -20.75% | 13.48%-34.2pp | 9.68%-30.4pp | 282.22%-303.0pp |
| Employer contribution / active EE | $1,433 | $3,930-63.5% | $3,323-56.9% | $4,866-70.6% |
| Participant deferral / active EE | $2,009 | $4,229-52.5% | $3,651-45.0% | $5,352-62.5% |
| Admin fee / account holder | $551 | $6,502-91.5% | $5,299-89.6% | $9,540-94.2% |