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 | $4,183 | $32,117-87.0% | $71,086-94.1% | $64,186-93.5% |
| Participation rate | 67.9% | 42.7%+25.2pp | 54.7%+13.2pp | 69.6%-1.7pp |
| Annual return | -29.29% | -5.57%-23.7pp | 650.59%-679.9pp | 7.63%-36.9pp |
| Employer contribution / active EE | $1,421 | $712+99.6% | $1,088+30.7% | $2,381-40.3% |
| Participant deferral / active EE | $1,496 | $1,263+18.4% | $1,874-20.2% | $3,470-56.9% |
| Admin fee / account holder | $1,040 | $2,759-62.3% | $3,082-66.3% | $4,888-78.7% |