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 | $9,770 | $91,190-89.3% | $178,490-94.5% | $79,858-87.8% |
| Participation rate | 63.4% | 69.2%-5.8pp | 81.9%-18.5pp | 69.6%-6.2pp |
| Annual return | -0.52% | 24.19%-24.7pp | 151.07%-151.6pp | 31.71%-32.2pp |
| Employer contribution / active EE | $452 | $3,256-86.1% | $5,011-91.0% | $2,471-81.7% |
| Participant deferral / active EE | $1,325 | $3,236-59.0% | $5,202-74.5% | $3,740-64.6% |
| Admin fee / account holder | $2,274 | $6,751-66.3% | $13,984-83.7% | $5,306-57.1% |