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 | $5,688 | $78,694-92.8% | $67,652-91.6% | $125,391-95.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -7.54% | 9.46%-17.0pp | 6625.04%-6632.6pp | 282.22%-289.8pp |
| Employer contribution / active EE | $841 | $3,044-72.4% | $2,266-62.9% | $4,866-82.7% |
| Participant deferral / active EE | $1,725 | $4,292-59.8% | $3,560-51.5% | $5,352-67.8% |
| Admin fee / account holder | $1,138 | $7,403-84.6% | $4,821-76.4% | $9,540-88.1% |