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 8-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 | $9,735 | $59,805-83.7% | $79,550-87.8% | $68,494-85.8% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.5%-21.3pp | 67.9%-19.7pp |
| Annual return | -23.41% | -12.30%-11.1pp | 0.16%-23.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $893 | $1,505-40.7% | $2,413-63.0% | $2,596-65.6% |
| Participant deferral / active EE | $2,861 | $3,024-5.4% | $3,985-28.2% | $4,027-29.0% |
| Admin fee / account holder | $2,193 | $4,835-54.6% | $6,832-67.9% | $5,403-59.4% |