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 | $16,728 | $50,958-67.2% | $74,550-77.6% | $64,186-73.9% |
| Participation rate | 58.2% | 61.1%-2.8pp | 69.1%-10.9pp | 69.6%-11.3pp |
| Annual return | -8.64% | -1.86%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $417 | $1,115-62.6% | $1,961-78.7% | $2,381-82.5% |
| Participant deferral / active EE | $2,173 | $2,301-5.6% | $3,108-30.1% | $3,470-37.4% |
| Admin fee / account holder | $1,362 | $4,223-67.8% | $5,060-73.1% | $4,888-72.1% |