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 3-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 | $3,413 | $102,382-96.7% | $147,005-97.7% | $80,874-95.8% |
| Participation rate | 40.4% | 75.8%-35.5pp | 82.2%-41.8pp | 67.6%-27.3pp |
| Annual return | -103.25% | 134.89%-238.1pp | 418.76%-522.0pp | 35.62%-138.9pp |
| Employer contribution / active EE | $2,312 | $3,715-37.8% | $4,934-53.1% | $2,756-16.1% |
| Participant deferral / active EE | $5,282 | $6,646-20.5% | $8,070-34.6% | $4,297+22.9% |
| Admin fee / account holder | $6,308 | $7,942-20.6% | $13,006-51.5% | $6,935-9.0% |