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 | $17,429 | $65,703-73.5% | $94,224-81.5% | $59,632-70.8% |
| Participation rate | 51.4% | 72.1%-20.7pp | 78.8%-27.3pp | 68.7%-17.2pp |
| Annual return | -4.30% | 5.22%-9.5pp | 10.68%-15.0pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,920 | $3,143-38.9% | $4,320-55.6% | $3,192-39.8% |
| Admin fee / account holder | $611 | $4,264-85.7% | $6,269-90.3% | $4,297-85.8% |