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 | $18,116 | $211,958-91.5% | $169,463-89.3% | $135,375-86.6% |
| Participation rate | 35.0% | 82.6%-47.6pp | 77.8%-42.8pp | 82.6%-47.6pp |
| Annual return | -10.82% | 3.26%-14.1pp | 1.83%-12.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $477 | $5,120-90.7% | $4,159-88.5% | $4,779-90.0% |
| Participant deferral / active EE | $4,280 | $6,075-29.5% | $5,277-18.9% | $5,609-23.7% |
| Admin fee / account holder | $8,125 | $11,471-29.2% | $9,109-10.8% | $10,827-25.0% |