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 | $8,225 | $127,386-93.5% | $115,037-92.8% | $125,391-93.4% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -7.29% | 31.28%-38.6pp | 26.14%-33.4pp | 282.22%-289.5pp |
| Employer contribution / active EE | $1,250 | $5,166-75.8% | $4,608-72.9% | $4,866-74.3% |
| Participant deferral / active EE | $2,450 | $6,423-61.9% | $6,026-59.3% | $5,352-54.2% |
| Admin fee / account holder | $879 | $9,516-90.8% | $8,175-89.3% | $9,540-90.8% |