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 | $20,787 | $62,586-66.8% | $76,768-72.9% | $64,186-67.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -8.12% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $616 | $1,832-66.4% | $2,485-75.2% | $2,381-74.1% |
| Participant deferral / active EE | $1,484 | $3,145-52.8% | $3,852-61.5% | $3,470-57.2% |
| Admin fee / account holder | $473 | $4,667-89.9% | $6,675-92.9% | $4,888-90.3% |