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 | $9,595 | $111,754-91.4% | $103,333-90.7% | $145,922-93.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -18.98% | 24.77%-43.7pp | 24.88%-43.9pp | 561.29%-580.3pp |
| Employer contribution / active EE | $1,727 | $4,212-59.0% | $3,868-55.3% | $4,660-62.9% |
| Participant deferral / active EE | $2,563 | $5,619-54.4% | $5,057-49.3% | $6,688-61.7% |
| Admin fee / account holder | $671 | $9,750-93.1% | $8,355-92.0% | $13,397-95.0% |