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 | $12,066 | $62,586-80.7% | $76,768-84.3% | $64,186-81.2% |
| Participation rate | 28.2% | 72.8%-44.6pp | 77.0%-48.8pp | 69.6%-41.4pp |
| Annual return | -12.70% | -1.95%-10.8pp | 2.43%-15.1pp | 7.63%-20.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,780 | $3,145-43.4% | $3,852-53.8% | $3,470-48.7% |
| Admin fee / account holder | $525 | $4,667-88.8% | $6,675-92.1% | $4,888-89.3% |