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 | $9,082 | $54,350-83.3% | $82,719-89.0% | $68,494-86.7% |
| Participation rate | 31.0% | 63.9%-32.9pp | 72.6%-41.5pp | 67.9%-36.9pp |
| Annual return | -25.80% | -13.67%-12.1pp | 701.18%-727.0pp | -7.84%-18.0pp |
| Employer contribution / active EE | $338 | $2,218-84.8% | $3,009-88.8% | $2,596-87.0% |
| Participant deferral / active EE | $1,886 | $3,246-41.9% | $4,395-57.1% | $4,027-53.2% |
| Admin fee / account holder | $4,739 | $4,395+7.8% | $5,329-11.1% | $5,403-12.3% |