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 | $7,358 | $113,935-93.5% | $94,224-92.2% | $125,391-94.1% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -6.70% | 5.29%-12.0pp | 10.68%-17.4pp | 282.22%-288.9pp |
| Employer contribution / active EE | $1,556 | $4,727-67.1% | $3,587-56.6% | $4,866-68.0% |
| Participant deferral / active EE | $2,785 | $5,179-46.2% | $4,320-35.5% | $5,352-48.0% |
| Admin fee / account holder | $5,826 | $8,391-30.6% | $6,269-7.1% | $9,540-38.9% |