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 | $21,653 | $71,883-69.9% | $86,677-75.0% | $68,494-68.4% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -22.27% | 3.52%-25.8pp | 35.91%-58.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,238 | $2,173-43.0% | $2,836-56.4% | $2,596-52.3% |
| Participant deferral / active EE | $2,214 | $3,779-41.4% | $4,656-52.4% | $4,027-45.0% |
| Admin fee / account holder | $329 | $6,112-94.6% | $7,493-95.6% | $5,403-93.9% |