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 | $8,329 | $54,350-84.7% | $82,719-89.9% | $68,494-87.8% |
| Participation rate | 69.2% | 63.9%+5.3pp | 72.6%-3.3pp | 67.9%+1.3pp |
| Annual return | -21.08% | -13.67%-7.4pp | 701.18%-722.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,148 | $2,218-48.3% | $3,009-61.9% | $2,596-55.8% |
| Participant deferral / active EE | $1,649 | $3,246-49.2% | $4,395-62.5% | $4,027-59.0% |
| Admin fee / account holder | $423 | $4,395-90.4% | $5,329-92.1% | $5,403-92.2% |