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 | $16,484 | $71,883-77.1% | $86,677-81.0% | $68,494-75.9% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -19.16% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $960 | $2,173-55.8% | $2,836-66.2% | $2,596-63.0% |
| Participant deferral / active EE | $2,194 | $3,779-41.9% | $4,656-52.9% | $4,027-45.5% |
| Admin fee / account holder | $1,820 | $6,112-70.2% | $7,493-75.7% | $5,403-66.3% |