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 | $8,303 | $73,867-88.8% | $143,757-94.2% | $68,494-87.9% |
| Participation rate | 47.8% | 66.7%-18.9pp | 80.3%-32.5pp | 67.9%-20.1pp |
| Annual return | -21.57% | 1.01%-22.6pp | -0.04%-21.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,190 | $3,184-62.6% | $4,951-76.0% | $2,596-54.2% |
| Participant deferral / active EE | $2,206 | $3,384-34.8% | $5,637-60.9% | $4,027-45.2% |
| Admin fee / account holder | $691 | $5,755-88.0% | $14,673-95.3% | $5,403-87.2% |