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 | $3,264 | $82,286-96.0% | $68,791-95.3% | $134,475-97.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -21.26% | -2.19%-19.1pp | -6.38%-14.9pp | 417.96%-439.2pp |
| Employer contribution / active EE | $681 | $3,301-79.4% | $2,655-74.4% | $4,740-85.6% |
| Participant deferral / active EE | $1,237 | $4,739-73.9% | $3,941-68.6% | $6,400-80.7% |
| Admin fee / account holder | $768 | $6,481-88.1% | $4,932-84.4% | $11,426-93.3% |