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 | $26,074 | $94,529-72.4% | $140,016-81.4% | $64,186-59.4% |
| Participation rate | 54.1% | 84.1%-30.0pp | 87.5%-33.4pp | 69.6%-15.5pp |
| Annual return | -11.74% | 7.77%-19.5pp | 651.12%-662.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $2,612 | $3,812-31.5% | $5,606-53.4% | $2,381+9.7% |
| Participant deferral / active EE | $5,710 | $5,250+8.8% | $6,927-17.6% | $3,470+64.6% |
| Admin fee / account holder | $4,460 | $6,741-33.8% | $10,705-58.3% | $4,888-8.8% |