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 | $13,699 | $112,096-87.8% | $95,952-85.7% | $158,922-91.4% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | -5.06% | 171.09%-176.2pp | 91.61%-96.7pp | 302.83%-307.9pp |
| Employer contribution / active EE | $1,746 | $3,198-45.4% | $2,541-31.3% | $4,761-63.3% |
| Participant deferral / active EE | $4,683 | $4,784-2.1% | $4,167+12.4% | $5,982-21.7% |
| Admin fee / account holder | $27,357 | $10,130+170.0% | $6,795+302.6% | $11,246+143.3% |