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 | $14,910 | $181,894-91.8% | $156,549-90.5% | $273,961-94.6% |
| Participation rate | 43.8% | 88.4%-44.6pp | 84.0%-40.3pp | 83.0%-39.3pp |
| Annual return | -43.77% | 30.74%-74.5pp | 32.23%-76.0pp | 41.45%-85.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,310 | $5,550-4.3% | $4,871+9.0% | $5,287+0.4% |
| Admin fee / account holder | $361 | $15,559-97.7% | $13,027-97.2% | $10,132-96.4% |