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 | $10,661 | $103,949-89.7% | $69,182-84.6% | $273,961-96.1% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | -11.76% | 35.28%-47.0pp | -21.93%+10.2pp | 41.45%-53.2pp |
| Employer contribution / active EE | $98 | $1,783-94.5% | $1,206-91.9% | $4,869-98.0% |
| Participant deferral / active EE | $445 | $2,716-83.6% | $1,897-76.5% | $5,287-91.6% |
| Admin fee / account holder | $3,662 | $3,671-0.2% | $2,697+35.8% | $10,132-63.9% |