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 | $7,057 | $43,327-83.7% | $59,878-88.2% | $64,186-89.0% |
| Participation rate | 41.8% | 69.2%-27.4pp | 74.7%-32.9pp | 69.6%-27.8pp |
| Annual return | -12.36% | -1.55%-10.8pp | 3.46%-15.8pp | 7.63%-20.0pp |
| Employer contribution / active EE | $407 | $2,028-79.9% | $2,722-85.0% | $2,381-82.9% |
| Participant deferral / active EE | $920 | $2,546-63.8% | $3,402-72.9% | $3,470-73.5% |
| Admin fee / account holder | $730 | $3,005-75.7% | $3,590-79.7% | $4,888-85.1% |