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 | $10,850 | $87,540-87.6% | $75,781-85.7% | $125,391-91.3% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -4.02% | 13.48%-17.5pp | 9.68%-13.7pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,009 | $3,930-74.3% | $3,323-69.6% | $4,866-79.3% |
| Participant deferral / active EE | $1,265 | $4,229-70.1% | $3,651-65.4% | $5,352-76.4% |
| Admin fee / account holder | $2,335 | $6,502-64.1% | $5,299-55.9% | $9,540-75.5% |