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 | $8,262 | $77,813-89.4% | $123,544-93.3% | $64,186-87.1% |
| Participation rate | 55.9% | 74.7%-18.8pp | 82.3%-26.4pp | 69.6%-13.7pp |
| Annual return | -255.01% | 12.48%-267.5pp | 119.20%-374.2pp | 7.63%-262.6pp |
| Employer contribution / active EE | $2,076 | $3,014-31.1% | $4,628-55.1% | $2,381-12.8% |
| Participant deferral / active EE | $3,626 | $5,240-30.8% | $6,426-43.6% | $3,470+4.5% |
| Admin fee / account holder | $883 | $5,519-84.0% | $9,284-90.5% | $4,888-81.9% |