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 | $2,898 | $51,576-94.4% | $129,207-97.8% | $80,856-96.4% |
| Participation rate | 58.6% | 57.0%+1.6pp | 69.6%-11.0pp | 67.6%-9.0pp |
| Annual return | -17.30% | 20.81%-38.1pp | 9417.33%-9434.6pp | 35.59%-52.9pp |
| Employer contribution / active EE | $440 | $1,584-72.2% | $4,153-89.4% | $2,755-84.0% |
| Participant deferral / active EE | $1,337 | $2,669-49.9% | $4,168-67.9% | $4,296-68.9% |
| Admin fee / account holder | $2,193 | $4,305-49.1% | $7,715-71.6% | $6,918-68.3% |