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 | $11,380 | $43,723-74.0% | $121,196-90.6% | $64,186-82.3% |
| Participation rate | 36.8% | 58.3%-21.5pp | 71.7%-34.9pp | 69.6%-32.7pp |
| Annual return | -8.25% | 68.91%-77.2pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $529 | $1,296-59.2% | $4,022-86.9% | $2,381-77.8% |
| Participant deferral / active EE | $979 | $2,280-57.1% | $3,344-70.7% | $3,470-71.8% |
| Admin fee / account holder | $373 | $3,501-89.3% | $5,019-92.6% | $4,888-92.4% |