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 3-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 | $7,682 | $64,707-88.1% | $112,228-93.2% | $68,494-88.8% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-11.9pp |
| Annual return | -22.94% | -11.40%-11.5pp | 27.45%-50.4pp | -7.84%-15.1pp |
| Employer contribution / active EE | $2,408 | $2,746-12.3% | $3,635-33.7% | $2,596-7.3% |
| Participant deferral / active EE | $4,768 | $3,565+33.7% | $4,728+0.8% | $4,027+18.4% |
| Admin fee / account holder | $4,988 | $5,232-4.7% | $6,410-22.2% | $5,403-7.7% |