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 | $11,284 | $131,829-91.4% | $108,579-89.6% | $273,961-95.9% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 0.53% | -91.57%+92.1pp | -51.70%+52.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,037 | $4,912-58.5% | $3,758-45.8% | $4,869-58.2% |
| Participant deferral / active EE | $2,541 | $5,127-50.4% | $4,311-41.1% | $5,287-51.9% |
| Admin fee / account holder | $821 | $10,252-92.0% | $7,645-89.3% | $10,132-91.9% |