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 | $10,148 | $117,983-91.4% | $101,794-90.0% | $142,382-92.9% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | -0.53% | 36.92%-37.4pp | 30.53%-31.1pp | 217.08%-217.6pp |
| Employer contribution / active EE | $523 | $2,773-81.1% | $2,289-77.2% | $4,299-87.8% |
| Participant deferral / active EE | $1,903 | $4,714-59.6% | $4,084-53.4% | $6,507-70.7% |
| Admin fee / account holder | $1,842 | $10,433-82.3% | $8,777-79.0% | $12,624-85.4% |