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 | $11,864 | $50,958-76.7% | $74,550-84.1% | $64,186-81.5% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.1%-23.7pp | 69.6%-24.1pp |
| Annual return | -10.80% | -1.86%-8.9pp | 32.53%-43.3pp | 7.63%-18.4pp |
| Employer contribution / active EE | $316 | $1,115-71.7% | $1,961-83.9% | $2,381-86.7% |
| Participant deferral / active EE | $1,707 | $2,301-25.8% | $3,108-45.1% | $3,470-50.8% |
| Admin fee / account holder | $970 | $4,223-77.0% | $5,060-80.8% | $4,888-80.1% |