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 | $16,251 | $77,813-79.1% | $123,544-86.8% | $64,186-74.7% |
| Participation rate | 55.8% | 74.7%-18.9pp | 82.3%-26.5pp | 69.6%-13.8pp |
| Annual return | -8.40% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,011 | $5,240-42.5% | $6,426-53.1% | $3,470-13.2% |
| Admin fee / account holder | $450 | $5,519-91.8% | $9,284-95.2% | $4,888-90.8% |