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 4-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 | $23,718 | $81,900-71.0% | $119,609-80.2% | $68,494-65.4% |
| Participation rate | 31.0% | 71.9%-40.9pp | 79.3%-48.3pp | 67.9%-36.9pp |
| Annual return | -26.91% | -23.82%-3.1pp | -14.97%-11.9pp | -7.84%-19.1pp |
| Employer contribution / active EE | $1,527 | $2,693-43.3% | $4,232-63.9% | $2,596-41.2% |
| Participant deferral / active EE | $3,415 | $4,148-17.7% | $5,602-39.0% | $4,027-15.2% |
| Admin fee / account holder | $382 | $6,582-94.2% | $10,323-96.3% | $5,403-92.9% |