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 | $28,347 | $101,317-72.0% | $146,958-80.7% | $74,495-61.9% |
| Participation rate | 29.3% | 75.5%-46.3pp | 82.2%-52.9pp | 67.2%-37.9pp |
| Annual return | -39.60% | 8730.91%-8770.5pp | 418.34%-457.9pp | 1364.94%-1404.5pp |
| Employer contribution / active EE | $1,222 | $3,810-67.9% | $4,933-75.2% | $2,623-53.4% |
| Participant deferral / active EE | $3,322 | $7,303-54.5% | $8,070-58.8% | $4,346-23.6% |
| Admin fee / account holder | $714 | $1,739-59.0% | $12,998-94.5% | $1,942-63.3% |