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 | $20,843 | $72,404-71.2% | $110,238-81.1% | $64,186-67.5% |
| Participation rate | 58.0% | 73.3%-15.3pp | 79.8%-21.8pp | 69.6%-11.6pp |
| Annual return | -7.70% | -6.29%-1.4pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,550 | $2,282-32.1% | $3,826-59.5% | $2,381-34.9% |
| Participant deferral / active EE | $2,394 | $3,469-31.0% | $4,672-48.8% | $3,470-31.0% |
| Admin fee / account holder | $2,978 | $5,664-47.4% | $8,547-65.2% | $4,888-39.1% |