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 | $21,510 | $232,540-90.7% | $185,117-88.4% | $147,584-85.4% |
| Participation rate | 28.6% | 82.4%-53.8pp | 77.3%-48.7pp | 82.8%-54.3pp |
| Annual return | -37.80% | 43.03%-80.8pp | 40.50%-78.3pp | 578.55%-616.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,654 | $5,834-71.6% | $5,045-67.2% | $5,439-69.6% |
| Admin fee / account holder | $16,465 | $10,275+60.2% | $8,159+101.8% | $10,885+51.3% |