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 | $12,884 | $56,484-77.2% | $169,463-92.4% | $64,186-79.9% |
| Participation rate | 46.9% | 64.5%-17.7pp | 77.8%-30.9pp | 69.6%-22.7pp |
| Annual return | -18.69% | -1.55%-17.1pp | 1.83%-20.5pp | 7.63%-26.3pp |
| Employer contribution / active EE | $338 | $1,832-81.5% | $4,159-91.9% | $2,381-85.8% |
| Participant deferral / active EE | $2,351 | $3,448-31.8% | $5,277-55.4% | $3,470-32.2% |
| Admin fee / account holder | $1,014 | $4,174-75.7% | $9,109-88.9% | $4,888-79.3% |