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 | $11,422 | $45,566-74.9% | $64,105-82.2% | $59,632-80.8% |
| Participation rate | 54.8% | 60.2%-5.3pp | 68.2%-13.3pp | 68.7%-13.8pp |
| Annual return | -6.80% | 4.95%-11.7pp | 791.24%-798.0pp | 2041.28%-2048.1pp |
| Employer contribution / active EE | $342 | $934-63.3% | $1,820-81.2% | $2,203-84.5% |
| Participant deferral / active EE | $1,639 | $2,057-20.3% | $2,822-41.9% | $3,192-48.7% |
| Admin fee / account holder | $1,864 | $3,268-42.9% | $4,499-58.6% | $4,297-56.6% |