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 | $7,208 | $50,958-85.9% | $74,550-90.3% | $64,186-88.8% |
| Participation rate | 53.0% | 61.1%-8.0pp | 69.1%-16.1pp | 69.6%-16.6pp |
| Annual return | -10.33% | -1.86%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $672 | $1,115-39.8% | $1,961-65.7% | $2,381-71.8% |
| Participant deferral / active EE | $1,074 | $2,301-53.3% | $3,108-65.4% | $3,470-69.0% |
| Admin fee / account holder | $497 | $4,223-88.2% | $5,060-90.2% | $4,888-89.8% |