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 | $11,514 | $78,694-85.4% | $67,652-83.0% | $125,391-90.8% |
| Participation rate | 63.6% | 78.8%-15.2pp | 75.7%-12.0pp | 83.2%-19.6pp |
| Annual return | -3.26% | 9.46%-12.7pp | 6625.04%-6628.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,179 | $3,044-28.4% | $2,266-3.8% | $4,866-55.2% |
| Participant deferral / active EE | $2,886 | $4,292-32.8% | $3,560-18.9% | $5,352-46.1% |
| Admin fee / account holder | $1,523 | $7,403-79.4% | $4,821-68.4% | $9,540-84.0% |