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 | $17,546 | $77,813-77.5% | $123,544-85.8% | $64,186-72.7% |
| Participation rate | 49.0% | 74.7%-25.7pp | 82.3%-33.3pp | 69.6%-20.5pp |
| Annual return | -11.47% | 12.48%-24.0pp | 119.20%-130.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,825 | $5,240-7.9% | $6,426-24.9% | $3,470+39.1% |
| Admin fee / account holder | $389 | $5,519-93.0% | $9,284-95.8% | $4,888-92.1% |