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 | $12,777 | $127,386-90.0% | $115,037-88.9% | $125,391-89.8% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | -6.90% | 31.28%-38.2pp | 26.14%-33.0pp | 282.22%-289.1pp |
| Employer contribution / active EE | $1,218 | $5,166-76.4% | $4,608-73.6% | $4,866-75.0% |
| Participant deferral / active EE | $2,041 | $6,423-68.2% | $6,026-66.1% | $5,352-61.9% |
| Admin fee / account holder | $2,041 | $9,516-78.5% | $8,175-75.0% | $9,540-78.6% |