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 | $11,302 | $96,484-88.3% | $75,886-85.1% | $152,861-92.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | -2.53% | 33.98%-36.5pp | 30.76%-33.3pp | 345.32%-347.9pp |
| Employer contribution / active EE | $1,529 | $3,309-53.8% | $2,500-38.8% | $4,762-67.9% |
| Participant deferral / active EE | $1,300 | $4,553-71.4% | $3,603-63.9% | $5,850-77.8% |
| Admin fee / account holder | $2,836 | $8,078-64.9% | $5,418-47.7% | $11,596-75.5% |