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 | $13,950 | $127,386-89.0% | $115,037-87.9% | $125,391-88.9% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -12.34% | 31.28%-43.6pp | 26.14%-38.5pp | 282.22%-294.6pp |
| Employer contribution / active EE | $1,114 | $5,166-78.4% | $4,608-75.8% | $4,866-77.1% |
| Participant deferral / active EE | $2,227 | $6,423-65.3% | $6,026-63.0% | $5,352-58.4% |
| Admin fee / account holder | $825 | $9,516-91.3% | $8,175-89.9% | $9,540-91.4% |