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 | $4,899 | $54,350-91.0% | $82,719-94.1% | $68,494-92.8% |
| Participation rate | 41.3% | 63.9%-22.6pp | 72.6%-31.2pp | 67.9%-26.6pp |
| Annual return | -21.31% | -13.67%-7.6pp | 701.18%-722.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $826 | $2,218-62.8% | $3,009-72.5% | $2,596-68.2% |
| Participant deferral / active EE | $995 | $3,246-69.3% | $4,395-77.4% | $4,027-75.3% |
| Admin fee / account holder | $355 | $4,395-91.9% | $5,329-93.3% | $5,403-93.4% |