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 | $5,995 | $54,726-89.0% | $68,793-91.3% | $64,186-90.7% |
| Participation rate | 33.3% | 68.0%-34.7pp | 72.2%-38.9pp | 69.6%-36.2pp |
| Annual return | -8.10% | -1.62%-6.5pp | -4.63%-3.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,068 | $2,626-59.3% | $3,311-67.8% | $3,470-69.2% |
| Admin fee / account holder | $1,270 | $4,027-68.5% | $5,131-75.2% | $4,888-74.0% |