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 | $23,016 | $62,586-63.2% | $76,768-70.0% | $64,186-64.1% |
| Participation rate | 53.8% | 72.8%-19.0pp | 77.0%-23.1pp | 69.6%-15.7pp |
| Annual return | -9.23% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $925 | $1,832-49.5% | $2,485-62.8% | $2,381-61.2% |
| Participant deferral / active EE | $1,765 | $3,145-43.9% | $3,852-54.2% | $3,470-49.1% |
| Admin fee / account holder | $999 | $4,667-78.6% | $6,675-85.0% | $4,888-79.6% |