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 | $11,048 | $46,674-76.3% | $117,472-90.6% | $68,494-83.9% |
| Participation rate | 29.7% | 56.8%-27.0pp | 70.6%-40.9pp | 67.9%-38.2pp |
| Annual return | -24.09% | -14.52%-9.6pp | 29.74%-53.8pp | -7.84%-16.2pp |
| Employer contribution / active EE | $687 | $1,505-54.3% | $4,176-83.5% | $2,596-73.5% |
| Participant deferral / active EE | $1,222 | $2,636-53.6% | $4,070-70.0% | $4,027-69.6% |
| Admin fee / account holder | $923 | $4,020-77.0% | $5,645-83.6% | $5,403-82.9% |