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 | $12,748 | $52,681-75.8% | $75,781-83.2% | $59,632-78.6% |
| Participation rate | 55.9% | 67.2%-11.3pp | 75.8%-19.9pp | 68.7%-12.8pp |
| Annual return | -11.25% | 2.95%-14.2pp | 9.68%-20.9pp | 2041.28%-2052.5pp |
| Employer contribution / active EE | $2,917 | $2,193+33.0% | $3,323-12.2% | $2,203+32.5% |
| Participant deferral / active EE | $1,112 | $2,591-57.1% | $3,651-69.6% | $3,192-65.2% |
| Admin fee / account holder | $3,032 | $3,610-16.0% | $5,299-42.8% | $4,297-29.4% |