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 | $18,005 | $50,958-64.7% | $74,550-75.8% | $64,186-71.9% |
| Participation rate | 53.7% | 61.1%-7.3pp | 69.1%-15.4pp | 69.6%-15.8pp |
| Annual return | -10.78% | -1.86%-8.9pp | 32.53%-43.3pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,103 | $1,115-1.1% | $1,961-43.8% | $2,381-53.7% |
| Participant deferral / active EE | $2,263 | $2,301-1.7% | $3,108-27.2% | $3,470-34.8% |
| Admin fee / account holder | $1,856 | $4,223-56.1% | $5,060-63.3% | $4,888-62.0% |