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 | $12,034 | $58,083-79.3% | $80,019-85.0% | $56,287-78.6% |
| Participation rate | 64.4% | 73.6%-9.2pp | 75.8%-11.5pp | 69.9%-5.5pp |
| Annual return | -9.28% | 34.61%-43.9pp | 11.22%-20.5pp | -9.96%+0.7pp |
| Employer contribution / active EE | $1,709 | $1,932-11.6% | $2,468-30.8% | $2,111-19.1% |
| Participant deferral / active EE | $2,716 | $3,135-13.4% | $3,686-26.3% | $3,350-18.9% |
| Admin fee / account holder | $550 | $623-11.6% | $6,521-91.6% | $521+5.6% |