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 | $31,141 | $94,529-67.1% | $140,016-77.8% | $64,186-51.5% |
| Participation rate | 34.5% | 84.1%-49.6pp | 87.5%-53.0pp | 69.6%-35.1pp |
| Annual return | -7.96% | 7.77%-15.7pp | 651.12%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,245 | $5,250-38.2% | $6,927-53.2% | $3,470-6.5% |
| Admin fee / account holder | $7,569 | $6,741+12.3% | $10,705-29.3% | $4,888+54.8% |