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 8-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 | $22,031 | $58,320-62.2% | $86,436-74.5% | $66,914-67.1% |
| Participation rate | 47.6% | 78.6%-31.0pp | 80.3%-32.7pp | 69.8%-22.2pp |
| Annual return | -20.94% | -9.71%-11.2pp | 4394.89%-4415.8pp | 1.58%-22.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,854 | $6,899-44.1% | $6,952-44.6% | $4,237-9.0% |
| Admin fee / account holder | $840 | $546+53.9% | $6,731-87.5% | $593+41.6% |