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 | $16,900 | $72,277-76.6% | $101,248-83.3% | $79,858-78.8% |
| Participation rate | 38.3% | 68.5%-30.2pp | 75.8%-37.5pp | 69.6%-31.4pp |
| Annual return | -52.20% | 22.30%-74.5pp | 46.47%-98.7pp | 31.71%-83.9pp |
| Employer contribution / active EE | $1,346 | $2,692-50.0% | $3,660-63.2% | $2,471-45.5% |
| Participant deferral / active EE | $1,592 | $3,282-51.5% | $4,370-63.6% | $3,740-57.4% |
| Admin fee / account holder | $813 | $4,400-81.5% | $5,945-86.3% | $5,306-84.7% |