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 | $6,619 | $76,000-91.3% | $154,107-95.7% | $64,186-89.7% |
| Participation rate | 34.6% | 70.4%-35.8pp | 83.0%-48.4pp | 69.6%-35.0pp |
| Annual return | -19.22% | 30.32%-49.5pp | 735.12%-754.3pp | 7.63%-26.9pp |
| Employer contribution / active EE | $457 | $3,351-86.4% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $1,090 | $3,175-65.7% | $5,081-78.6% | $3,470-68.6% |
| Admin fee / account holder | $1,229 | $5,596-78.0% | $13,411-90.8% | $4,888-74.9% |