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 | $5,308 | $59,805-91.1% | $79,550-93.3% | $68,494-92.3% |
| Participation rate | 52.3% | 61.1%-8.8pp | 69.5%-17.2pp | 67.9%-15.6pp |
| Annual return | -21.29% | -12.30%-9.0pp | 0.16%-21.5pp | -7.84%-13.4pp |
| Employer contribution / active EE | $540 | $1,505-64.1% | $2,413-77.6% | $2,596-79.2% |
| Participant deferral / active EE | $1,626 | $3,024-46.2% | $3,985-59.2% | $4,027-59.6% |
| Admin fee / account holder | $847 | $4,835-82.5% | $6,832-87.6% | $5,403-84.3% |