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 | $1,639 | $53,596-96.9% | $90,645-98.2% | $64,186-97.4% |
| Participation rate | 62.1% | 64.5%-2.4pp | 74.0%-12.0pp | 69.6%-7.5pp |
| Annual return | -103.40% | 4.41%-107.8pp | 1.88%-105.3pp | 7.63%-111.0pp |
| Employer contribution / active EE | $1,582 | $1,503+5.2% | $2,532-37.5% | $2,381-33.6% |
| Participant deferral / active EE | $3,110 | $2,459+26.5% | $3,425-9.2% | $3,470-10.4% |
| Admin fee / account holder | $4,137 | $3,868+7.0% | $4,994-17.2% | $4,888-15.4% |