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 | $15,269 | $138,065-88.9% | $123,544-87.6% | $135,375-88.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.57% | 153.68%-166.3pp | 119.20%-131.8pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,639 | $5,151-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $4,308 | $6,799-36.6% | $6,426-33.0% | $5,609-23.2% |
| Admin fee / account holder | $973 | $10,916-91.1% | $9,284-89.5% | $10,827-91.0% |