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 | $6,536 | $95,193-93.1% | $76,523-91.5% | $135,375-95.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -11.86% | 4.85%-16.7pp | -0.27%-11.6pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,587 | $3,302-51.9% | $2,647-40.0% | $4,779-66.8% |
| Participant deferral / active EE | $4,258 | $4,639-8.2% | $3,835+11.0% | $5,609-24.1% |
| Admin fee / account holder | $553 | $6,249-91.2% | $4,848-88.6% | $10,827-94.9% |