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 | $11,321 | $57,354-80.3% | $83,848-86.5% | $64,186-82.4% |
| Participation rate | 51.6% | 68.6%-17.0pp | 76.1%-24.5pp | 69.6%-18.0pp |
| Annual return | -11.50% | 11.38%-22.9pp | 850.88%-862.4pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,043 | $2,545-59.0% | $3,631-71.3% | $2,381-56.2% |
| Participant deferral / active EE | $1,262 | $2,993-57.8% | $4,082-69.1% | $3,470-63.6% |
| Admin fee / account holder | $456 | $4,046-88.7% | $5,478-91.7% | $4,888-90.7% |