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 | $16,294 | $77,813-79.1% | $123,544-86.8% | $64,186-74.6% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -13.16% | 12.48%-25.6pp | 119.20%-132.4pp | 7.63%-20.8pp |
| Employer contribution / active EE | $1,333 | $3,014-55.8% | $4,628-71.2% | $2,381-44.0% |
| Participant deferral / active EE | $2,906 | $5,240-44.5% | $6,426-54.8% | $3,470-16.2% |
| Admin fee / account holder | $373 | $5,519-93.2% | $9,284-96.0% | $4,888-92.4% |