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 5-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 | $16,132 | $167,307-90.4% | $143,757-88.8% | $134,475-88.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.12% | 0.46%-27.6pp | -0.04%-27.1pp | 417.96%-445.1pp |
| Employer contribution / active EE | $1,814 | $5,619-67.7% | $4,951-63.4% | $4,740-61.7% |
| Participant deferral / active EE | $3,718 | $6,446-42.3% | $5,637-34.0% | $6,400-41.9% |
| Admin fee / account holder | $1,046 | $18,088-94.2% | $14,673-92.9% | $11,426-90.8% |