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 | $18,239 | $72,404-74.8% | $110,238-83.5% | $64,186-71.6% |
| Participation rate | 49.0% | 73.3%-24.4pp | 79.8%-30.8pp | 69.6%-20.6pp |
| Annual return | -11.89% | -6.29%-5.6pp | 314.74%-326.6pp | 7.63%-19.5pp |
| Employer contribution / active EE | $739 | $2,282-67.6% | $3,826-80.7% | $2,381-69.0% |
| Participant deferral / active EE | $2,376 | $3,469-31.5% | $4,672-49.1% | $3,470-31.5% |
| Admin fee / account holder | $769 | $5,664-86.4% | $8,547-91.0% | $4,888-84.3% |