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 | $10,165 | $95,193-89.3% | $76,523-86.7% | $135,375-92.5% |
| Participation rate | 31.3% | 74.4%-43.1pp | 68.0%-36.7pp | 82.6%-51.4pp |
| Annual return | -27.19% | 4.85%-32.0pp | -0.27%-26.9pp | 519.73%-546.9pp |
| Employer contribution / active EE | $600 | $3,302-81.8% | $2,647-77.3% | $4,779-87.4% |
| Participant deferral / active EE | $2,044 | $4,639-55.9% | $3,835-46.7% | $5,609-63.6% |
| Admin fee / account holder | $2,014 | $6,249-67.8% | $4,848-58.5% | $10,827-81.4% |