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 | $8,050 | $127,386-93.7% | $115,037-93.0% | $125,391-93.6% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -7.48% | 31.28%-38.8pp | 26.14%-33.6pp | 282.22%-289.7pp |
| Employer contribution / active EE | $1,482 | $5,166-71.3% | $4,608-67.8% | $4,866-69.5% |
| Participant deferral / active EE | $2,856 | $6,423-55.5% | $6,026-52.6% | $5,352-46.6% |
| Admin fee / account holder | $332 | $9,516-96.5% | $8,175-95.9% | $9,540-96.5% |