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 6-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 | $9,023 | $54,350-83.4% | $82,719-89.1% | $68,494-86.8% |
| Participation rate | 22.6% | 63.9%-41.3pp | 72.6%-50.0pp | 67.9%-45.3pp |
| Annual return | -33.01% | -13.67%-19.3pp | 701.18%-734.2pp | -7.84%-25.2pp |
| Employer contribution / active EE | $842 | $2,218-62.0% | $3,009-72.0% | $2,596-67.6% |
| Participant deferral / active EE | $1,323 | $3,246-59.2% | $4,395-69.9% | $4,027-67.1% |
| Admin fee / account holder | $992 | $4,395-77.4% | $5,329-81.4% | $5,403-81.6% |