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 6-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 | $9,115 | $73,867-87.7% | $143,757-93.7% | $68,494-86.7% |
| Participation rate | 41.7% | 66.7%-25.0pp | 80.3%-38.6pp | 67.9%-26.2pp |
| Annual return | -20.57% | 1.01%-21.6pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,655 | $3,384-21.5% | $5,637-52.9% | $4,027-34.1% |
| Admin fee / account holder | $1,208 | $5,755-79.0% | $14,673-91.8% | $5,403-77.6% |