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 | $14,855 | $99,032-85.0% | $80,019-81.4% | $135,375-89.0% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | -14.03% | 15.39%-29.4pp | 11.22%-25.3pp | 519.73%-533.8pp |
| Employer contribution / active EE | $2,702 | $3,043-11.2% | $2,468+9.5% | $4,779-43.5% |
| Participant deferral / active EE | $7,598 | $4,282+77.4% | $3,686+106.2% | $5,609+35.5% |
| Admin fee / account holder | $2,092 | $10,436-80.0% | $6,521-67.9% | $10,827-80.7% |