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 | $18,126 | $127,100-85.7% | $105,738-82.9% | $135,375-86.6% |
| Participation rate | 52.9% | 82.7%-29.8pp | 76.3%-23.4pp | 82.6%-29.7pp |
| Annual return | -11.89% | 4.49%-16.4pp | 6.27%-18.2pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,300 | $4,107-68.4% | $3,268-60.2% | $4,779-72.8% |
| Participant deferral / active EE | $4,519 | $5,064-10.8% | $4,080+10.8% | $5,609-19.4% |
| Admin fee / account holder | $4,809 | $9,087-47.1% | $6,913-30.4% | $10,827-55.6% |