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 4-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 | $10,179 | $46,674-78.2% | $117,472-91.3% | $68,494-85.1% |
| Participation rate | 12.5% | 56.8%-44.3pp | 70.6%-58.1pp | 67.9%-55.4pp |
| Annual return | -37.52% | -14.52%-23.0pp | 29.74%-67.3pp | -7.84%-29.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,034 | $2,636-60.8% | $4,070-74.6% | $4,027-74.3% |
| Admin fee / account holder | $545 | $4,020-86.5% | $5,645-90.4% | $5,403-89.9% |