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 | $16,156 | $53,777-70.0% | $134,143-88.0% | $79,858-79.8% |
| Participation rate | 29.6% | 58.8%-29.1pp | 72.2%-42.5pp | 69.6%-40.0pp |
| Annual return | -12.27% | 19.01%-31.3pp | 36.33%-48.6pp | 31.71%-44.0pp |
| Employer contribution / active EE | $616 | $1,321-53.4% | $3,704-83.4% | $2,471-75.1% |
| Participant deferral / active EE | $1,345 | $2,420-44.4% | $3,499-61.6% | $3,740-64.0% |
| Admin fee / account holder | $3,573 | $3,984-10.3% | $6,684-46.5% | $5,306-32.7% |