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 | $6,788 | $72,177-90.6% | $115,037-94.1% | $59,632-88.6% |
| Participation rate | 40.5% | 72.6%-32.0pp | 81.4%-40.8pp | 68.7%-28.1pp |
| Annual return | -6.81% | 12.02%-18.8pp | 26.14%-32.9pp | 2041.28%-2048.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,090 | $4,783-56.3% | $6,026-65.3% | $3,192-34.5% |
| Admin fee / account holder | $332 | $4,927-93.3% | $8,175-95.9% | $4,297-92.3% |