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 | $19,512 | $72,277-73.0% | $101,248-80.7% | $79,858-75.6% |
| Participation rate | 31.6% | 68.5%-36.9pp | 75.8%-44.2pp | 69.6%-38.1pp |
| Annual return | -8.58% | 22.30%-30.9pp | 46.47%-55.1pp | 31.71%-40.3pp |
| Employer contribution / active EE | $916 | $2,692-66.0% | $3,660-75.0% | $2,471-62.9% |
| Participant deferral / active EE | $2,159 | $3,282-34.2% | $4,370-50.6% | $3,740-42.3% |
| Admin fee / account holder | $963 | $4,400-78.1% | $5,945-83.8% | $5,306-81.9% |