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 | $12,965 | $138,065-90.6% | $123,544-89.5% | $135,375-90.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -20.96% | 153.68%-174.6pp | 119.20%-140.2pp | 519.73%-540.7pp |
| Employer contribution / active EE | $2,950 | $5,151-42.7% | $4,628-36.2% | $4,779-38.3% |
| Participant deferral / active EE | $7,665 | $6,799+12.7% | $6,426+19.3% | $5,609+36.7% |
| Admin fee / account holder | $959 | $10,916-91.2% | $9,284-89.7% | $10,827-91.1% |