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 | $17,226 | $82,664-79.2% | $125,339-86.3% | $68,494-74.9% |
| Participation rate | 52.5% | 75.0%-22.5pp | 82.4%-29.9pp | 67.9%-15.4pp |
| Annual return | -22.14% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,238 | $3,381-63.4% | $4,814-74.3% | $2,596-52.3% |
| Participant deferral / active EE | $3,846 | $6,110-37.1% | $7,446-48.4% | $4,027-4.5% |
| Admin fee / account holder | $695 | $6,275-88.9% | $10,010-93.1% | $5,403-87.1% |