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 | $12,669 | $86,699-85.4% | $73,307-82.7% | $125,391-89.9% |
| Participation rate | 68.8% | 78.6%-9.9pp | 74.9%-6.2pp | 83.2%-14.4pp |
| Annual return | -4.33% | 2.78%-7.1pp | 5.67%-10.0pp | 282.22%-286.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,714 | $5,550+75.0% | $4,991+94.6% | $5,352+81.5% |
| Admin fee / account holder | $2,075 | $7,771-73.3% | $5,637-63.2% | $9,540-78.3% |