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 | $9,345 | $45,152-79.3% | $73,843-87.3% | $59,632-84.3% |
| Participation rate | 36.4% | 64.0%-27.7pp | 73.4%-37.1pp | 68.7%-32.3pp |
| Annual return | -5.69% | 27.40%-33.1pp | 2267.84%-2273.5pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $641 | $1,902-66.3% | $2,787-77.0% | $2,203-70.9% |
| Participant deferral / active EE | $1,113 | $2,574-56.8% | $3,583-68.9% | $3,192-65.1% |
| Admin fee / account holder | $439 | $3,516-87.5% | $4,880-91.0% | $4,297-89.8% |