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 5-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 | $3,578 | $67,331-94.7% | $60,874-94.1% | $134,475-97.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -21.78% | 49.93%-71.7pp | 16.90%-38.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,025 | $3,096-34.6% | $2,701-25.0% | $4,740-57.3% |
| Participant deferral / active EE | $2,777 | $4,538-38.8% | $3,817-27.2% | $6,400-56.6% |
| Admin fee / account holder | $5,838 | $4,582+27.4% | $3,224+81.1% | $11,426-48.9% |