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 | $16,501 | $95,971-82.8% | $74,550-77.9% | $135,375-87.8% |
| Participation rate | 65.0% | 75.7%-10.7pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -12.93% | 56.96%-69.9pp | 32.53%-45.5pp | 519.73%-532.7pp |
| Employer contribution / active EE | $992 | $2,716-63.5% | $1,961-49.4% | $4,779-79.2% |
| Participant deferral / active EE | $2,268 | $3,843-41.0% | $3,108-27.0% | $5,609-59.6% |
| Admin fee / account holder | $6,777 | $6,522+3.9% | $5,060+33.9% | $10,827-37.4% |