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 | $9,833 | $91,911-89.3% | $68,793-85.7% | $135,375-92.7% |
| Participation rate | 47.4% | 76.7%-29.4pp | 72.2%-24.9pp | 82.6%-35.3pp |
| Annual return | -16.32% | -8.22%-8.1pp | -4.63%-11.7pp | 519.73%-536.0pp |
| Employer contribution / active EE | $331 | $3,924-91.6% | $2,625-87.4% | $4,779-93.1% |
| Participant deferral / active EE | $2,474 | $4,315-42.7% | $3,311-25.3% | $5,609-55.9% |
| Admin fee / account holder | $691 | $9,240-92.5% | $5,131-86.5% | $10,827-93.6% |