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 | $7,469 | $50,464-85.2% | $75,781-90.1% | $52,331-85.7% |
| Participation rate | 56.1% | 66.8%-10.6pp | 75.8%-19.7pp | 68.1%-12.0pp |
| Annual return | -2.41% | 1.03%-3.4pp | 9.68%-12.1pp | 4.54%-7.0pp |
| Employer contribution / active EE | $706 | $1,988-64.5% | $3,323-78.7% | $1,882-62.5% |
| Participant deferral / active EE | $1,832 | $2,570-28.7% | $3,651-49.8% | $3,022-39.4% |
| Admin fee / account holder | $805 | $1,103-27.0% | $5,299-84.8% | $592+36.1% |