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 | $2,188 | $27,641-92.1% | $61,373-96.4% | $68,494-96.8% |
| Participation rate | 38.2% | 39.5%-1.3pp | 52.6%-14.3pp | 67.9%-29.7pp |
| Annual return | -39.11% | -13.24%-25.9pp | 338.61%-377.7pp | -7.84%-31.3pp |
| Employer contribution / active EE | $355 | $695-49.0% | $1,159-69.4% | $2,596-86.3% |
| Participant deferral / active EE | $420 | $1,263-66.7% | $2,125-80.2% | $4,027-89.6% |
| Admin fee / account holder | $325 | $2,010-83.8% | $2,130-84.8% | $5,403-94.0% |