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 | $15,343 | $76,912-80.1% | $129,110-88.1% | $68,494-77.6% |
| Participation rate | 47.1% | 69.1%-22.1pp | 77.3%-30.2pp | 67.9%-20.8pp |
| Annual return | -19.42% | -9.78%-9.6pp | -10.94%-8.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $994 | $3,243-69.3% | $5,052-80.3% | $2,596-61.7% |
| Participant deferral / active EE | $2,593 | $4,732-45.2% | $6,542-60.4% | $4,027-35.6% |
| Admin fee / account holder | $422 | $6,638-93.6% | $14,302-97.0% | $5,403-92.2% |