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 7-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 | $4,649 | $54,350-91.4% | $82,719-94.4% | $68,494-93.2% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -22.22% | -13.67%-8.5pp | 701.18%-723.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $905 | $2,218-59.2% | $3,009-69.9% | $2,596-65.1% |
| Participant deferral / active EE | $1,808 | $3,246-44.3% | $4,395-58.9% | $4,027-55.1% |
| Admin fee / account holder | $1,271 | $4,395-71.1% | $5,329-76.2% | $5,403-76.5% |