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 | $6,012 | $95,193-93.7% | $76,523-92.1% | $135,375-95.6% |
| Participation rate | 68.2% | 74.4%-6.2pp | 68.0%+0.2pp | 82.6%-14.5pp |
| Annual return | -16.18% | 4.85%-21.0pp | -0.27%-15.9pp | 519.73%-535.9pp |
| Employer contribution / active EE | $691 | $3,302-79.1% | $2,647-73.9% | $4,779-85.5% |
| Participant deferral / active EE | $862 | $4,639-81.4% | $3,835-77.5% | $5,609-84.6% |
| Admin fee / account holder | $549 | $6,249-91.2% | $4,848-88.7% | $10,827-94.9% |