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 | $17,565 | $58,083-69.8% | $80,019-78.0% | $56,287-68.8% |
| Participation rate | 57.3% | 73.6%-16.3pp | 75.8%-18.6pp | 69.9%-12.6pp |
| Annual return | -8.96% | 34.61%-43.6pp | 11.22%-20.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $1,214 | $1,932-37.2% | $2,468-50.8% | $2,111-42.5% |
| Participant deferral / active EE | $1,827 | $3,135-41.7% | $3,686-50.4% | $3,350-45.5% |
| Admin fee / account holder | $363 | $623-41.6% | $6,521-94.4% | $521-30.3% |