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 | $8,289 | $53,596-84.5% | $90,645-90.9% | $64,186-87.1% |
| Participation rate | 59.5% | 64.5%-5.1pp | 74.0%-14.6pp | 69.6%-10.1pp |
| Annual return | -9.81% | 4.41%-14.2pp | 1.88%-11.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $845 | $1,503-43.8% | $2,532-66.6% | $2,381-64.5% |
| Participant deferral / active EE | $1,059 | $2,459-56.9% | $3,425-69.1% | $3,470-69.5% |
| Admin fee / account holder | $363 | $3,868-90.6% | $4,994-92.7% | $4,888-92.6% |