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 | $18,226 | $82,664-78.0% | $125,339-85.5% | $68,494-73.4% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -20.43% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $703 | $3,381-79.2% | $4,814-85.4% | $2,596-72.9% |
| Participant deferral / active EE | $3,539 | $6,110-42.1% | $7,446-52.5% | $4,027-12.1% |
| Admin fee / account holder | $3,075 | $6,275-51.0% | $10,010-69.3% | $5,403-43.1% |