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 | $19,124 | $211,958-91.0% | $169,463-88.7% | $135,375-85.9% |
| Participation rate | 43.8% | 82.6%-38.9pp | 77.8%-34.0pp | 82.6%-38.9pp |
| Annual return | -9.28% | 3.26%-12.5pp | 1.83%-11.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,164 | $5,120-77.3% | $4,159-72.0% | $4,779-75.6% |
| Participant deferral / active EE | $3,078 | $6,075-49.3% | $5,277-41.7% | $5,609-45.1% |
| Admin fee / account holder | $1,945 | $11,471-83.0% | $9,109-78.6% | $10,827-82.0% |