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 | $18,252 | $83,427-78.1% | $115,756-84.2% | $68,494-73.4% |
| Participation rate | 58.7% | 71.9%-13.2pp | 77.1%-18.4pp | 67.9%-9.2pp |
| Annual return | -21.55% | -10.95%-10.6pp | 143.14%-164.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,213 | $3,075-60.6% | $3,793-68.0% | $2,596-53.3% |
| Participant deferral / active EE | $2,599 | $5,355-51.5% | $6,254-58.4% | $4,027-35.5% |
| Admin fee / account holder | $338 | $5,708-94.1% | $8,124-95.8% | $5,403-93.7% |