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 | $13,923 | $57,354-75.7% | $83,848-83.4% | $64,186-78.3% |
| Participation rate | 58.0% | 68.6%-10.6pp | 76.1%-18.1pp | 69.6%-11.6pp |
| Annual return | -12.85% | 11.38%-24.2pp | 850.88%-863.7pp | 7.63%-20.5pp |
| Employer contribution / active EE | $2,049 | $2,545-19.5% | $3,631-43.6% | $2,381-13.9% |
| Participant deferral / active EE | $3,252 | $2,993+8.6% | $4,082-20.3% | $3,470-6.3% |
| Admin fee / account holder | $1,675 | $4,046-58.6% | $5,478-69.4% | $4,888-65.7% |