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 5-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 | $9,665 | $110,094-91.2% | $151,611-93.6% | $68,494-85.9% |
| Participation rate | 68.6% | 84.0%-15.4pp | 87.5%-18.9pp | 67.9%+0.7pp |
| Annual return | -28.68% | -10.12%-18.6pp | 3.33%-32.0pp | -7.84%-20.8pp |
| Employer contribution / active EE | $1,834 | $4,471-59.0% | $6,166-70.3% | $2,596-29.4% |
| Participant deferral / active EE | $4,743 | $6,527-27.3% | $8,363-43.3% | $4,027+17.8% |
| Admin fee / account holder | $575 | $7,719-92.6% | $11,616-95.1% | $5,403-89.4% |