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 | $22,280 | $71,883-69.0% | $86,677-74.3% | $68,494-67.5% |
| Participation rate | 56.5% | 72.2%-15.8pp | 76.6%-20.1pp | 67.9%-11.4pp |
| Annual return | -19.58% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,011 | $2,173-53.5% | $2,836-64.4% | $2,596-61.1% |
| Participant deferral / active EE | $2,035 | $3,779-46.2% | $4,656-56.3% | $4,027-49.5% |
| Admin fee / account holder | $549 | $6,112-91.0% | $7,493-92.7% | $5,403-89.8% |