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 | $3,927 | $93,024-95.8% | $77,024-94.9% | $134,475-97.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -25.57% | 62.60%-88.2pp | 42.32%-67.9pp | 417.96%-443.5pp |
| Employer contribution / active EE | $992 | $3,418-71.0% | $2,812-64.7% | $4,740-79.1% |
| Participant deferral / active EE | $2,018 | $5,238-61.5% | $4,426-54.4% | $6,400-68.5% |
| Admin fee / account holder | $1,789 | $6,944-74.2% | $5,425-67.0% | $11,426-84.3% |