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 | $12,253 | $95,971-87.2% | $74,550-83.6% | $135,375-90.9% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -11.60% | 56.96%-68.6pp | 32.53%-44.1pp | 519.73%-531.3pp |
| Employer contribution / active EE | $811 | $2,716-70.2% | $1,961-58.7% | $4,779-83.0% |
| Participant deferral / active EE | $2,656 | $3,843-30.9% | $3,108-14.6% | $5,609-52.7% |
| Admin fee / account holder | $2,169 | $6,522-66.7% | $5,060-57.1% | $10,827-80.0% |