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 | $21,001 | $131,829-84.1% | $108,579-80.7% | $273,961-92.3% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.6%-32.5pp | 83.0%-36.0pp |
| Annual return | 1.09% | -91.57%+92.7pp | -51.70%+52.8pp | 41.45%-40.4pp |
| Employer contribution / active EE | $2,212 | $4,912-55.0% | $3,758-41.1% | $4,869-54.6% |
| Participant deferral / active EE | $3,548 | $5,127-30.8% | $4,311-17.7% | $5,287-32.9% |
| Admin fee / account holder | $9,817 | $10,252-4.2% | $7,645+28.4% | $10,132-3.1% |