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 | $16,954 | $62,586-72.9% | $76,768-77.9% | $64,186-73.6% |
| Participation rate | 53.7% | 72.8%-19.2pp | 77.0%-23.3pp | 69.6%-15.9pp |
| Annual return | -8.84% | -1.95%-6.9pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,052 | $1,832-42.6% | $2,485-57.7% | $2,381-55.8% |
| Participant deferral / active EE | $1,500 | $3,145-52.3% | $3,852-61.0% | $3,470-56.8% |
| Admin fee / account holder | $1,921 | $4,667-58.8% | $6,675-71.2% | $4,888-60.7% |