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 | $6,812 | $69,518-90.2% | $59,878-88.6% | $135,375-95.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -19.60% | 7.94%-27.5pp | 3.46%-23.1pp | 519.73%-539.3pp |
| Employer contribution / active EE | $900 | $3,235-72.2% | $2,722-66.9% | $4,779-81.2% |
| Participant deferral / active EE | $1,724 | $4,206-59.0% | $3,402-49.3% | $5,609-69.3% |
| Admin fee / account holder | $529 | $5,734-90.8% | $3,590-85.3% | $10,827-95.1% |