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 | $13,228 | $71,883-81.6% | $86,677-84.7% | $68,494-80.7% |
| Participation rate | 39.6% | 72.2%-32.6pp | 76.6%-37.0pp | 67.9%-28.3pp |
| Annual return | -19.49% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,166 | $2,173-46.3% | $2,836-58.9% | $2,596-55.1% |
| Participant deferral / active EE | $2,209 | $3,779-41.5% | $4,656-52.6% | $4,027-45.2% |
| Admin fee / account holder | $2,247 | $6,112-63.2% | $7,493-70.0% | $5,403-58.4% |