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 | $3,887 | $45,863-91.5% | $77,024-95.0% | $68,494-94.3% |
| Participation rate | 68.6% | 55.9%+12.7pp | 67.9%+0.7pp | 67.9%+0.7pp |
| Annual return | -30.06% | 1.72%-31.8pp | 42.32%-72.4pp | -7.84%-22.2pp |
| Employer contribution / active EE | $730 | $1,650-55.7% | $2,812-74.0% | $2,596-71.9% |
| Participant deferral / active EE | $2,137 | $2,962-27.9% | $4,426-51.7% | $4,027-46.9% |
| Admin fee / account holder | $407 | $3,041-86.6% | $5,425-92.5% | $5,403-92.5% |