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 3-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 | $14,747 | $150,187-90.2% | $120,354-87.7% | $145,922-89.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | -17.29% | 154.07%-171.4pp | 107.15%-124.4pp | 561.29%-578.6pp |
| Employer contribution / active EE | $1,142 | $4,348-73.7% | $3,463-67.0% | $4,660-75.5% |
| Participant deferral / active EE | $1,451 | $6,173-76.5% | $4,991-70.9% | $6,688-78.3% |
| Admin fee / account holder | $4,723 | $12,207-61.3% | $9,423-49.9% | $13,397-64.7% |