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 | $8,603 | $135,635-93.7% | $110,238-92.2% | $135,375-93.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -16.08% | 513.19%-529.3pp | 314.74%-330.8pp | 519.73%-535.8pp |
| Employer contribution / active EE | $1,333 | $4,906-72.8% | $3,826-65.2% | $4,779-72.1% |
| Participant deferral / active EE | $1,671 | $5,506-69.6% | $4,672-64.2% | $5,609-70.2% |
| Admin fee / account holder | $4,417 | $11,457-61.4% | $8,547-48.3% | $10,827-59.2% |