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 | $5,674 | $99,079-94.3% | $77,999-92.7% | $273,961-97.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | -8.62% | 217.93%-226.6pp | 425.96%-434.6pp | 41.45%-50.1pp |
| Employer contribution / active EE | $1,083 | $3,308-67.3% | $2,470-56.1% | $4,869-77.8% |
| Participant deferral / active EE | $1,123 | $4,306-73.9% | $3,497-67.9% | $5,287-78.8% |
| Admin fee / account holder | $15,582 | $8,954+74.0% | $5,480+184.3% | $10,132+53.8% |