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 | $6,845 | $49,025-86.0% | $87,507-92.2% | $62,891-89.1% |
| Participation rate | 46.6% | 64.9%-18.3pp | 73.8%-27.3pp | 69.3%-22.8pp |
| Annual return | -126.14% | 10.02%-136.2pp | 12.21%-138.3pp | 20.14%-146.3pp |
| Employer contribution / active EE | $899 | $1,372-34.5% | $2,550-64.7% | $2,281-60.6% |
| Participant deferral / active EE | $2,448 | $2,289+6.9% | $3,149-22.3% | $3,203-23.6% |
| Admin fee / account holder | $1,498 | $4,065-63.2% | $4,221-64.5% | $4,296-65.1% |