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 | $6,605 | $49,177-86.6% | $79,464-91.7% | $64,186-89.7% |
| Participation rate | 27.6% | 65.0%-37.4pp | 73.3%-45.8pp | 69.6%-42.0pp |
| Annual return | -10.60% | -1.16%-9.4pp | 718.14%-728.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $383 | $2,076-81.6% | $2,800-86.3% | $2,381-83.9% |
| Participant deferral / active EE | $889 | $2,821-68.5% | $3,704-76.0% | $3,470-74.4% |
| Admin fee / account holder | $708 | $3,839-81.6% | $5,113-86.2% | $4,888-85.5% |