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 | $32 | $54,705-99.9% | $71,209-100.0% | $84,808-100.0% |
| Participation rate | 30.5% | 64.1%-33.6pp | 73.8%-43.2pp | 68.3%-37.8pp |
| Annual return | -110.34% | 35.90%-146.2pp | 282.51%-392.8pp | 40.90%-151.2pp |
| Employer contribution / active EE | $844 | $2,158-60.9% | $2,721-69.0% | $2,631-67.9% |
| Participant deferral / active EE | $2,682 | $3,030-11.5% | $4,175-35.8% | $4,212-36.3% |
| Admin fee / account holder | $1,729 | $4,863-64.4% | $5,349-67.7% | $7,344-76.5% |