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 | $24,845 | $72,404-65.7% | $110,238-77.5% | $64,186-61.3% |
| Participation rate | 56.8% | 73.3%-16.6pp | 79.8%-23.1pp | 69.6%-12.8pp |
| Annual return | -8.35% | -6.29%-2.1pp | 314.74%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,572 | $2,282-31.1% | $3,826-58.9% | $2,381-34.0% |
| Participant deferral / active EE | $2,759 | $3,469-20.5% | $4,672-40.9% | $3,470-20.5% |
| Admin fee / account holder | $690 | $5,664-87.8% | $8,547-91.9% | $4,888-85.9% |