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 8-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 | $11,308 | $180,449-93.7% | $154,107-92.7% | $135,375-91.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -15.42% | 888.09%-903.5pp | 735.12%-750.5pp | 519.73%-535.2pp |
| Employer contribution / active EE | $2,742 | $6,035-54.6% | $5,298-48.2% | $4,779-42.6% |
| Participant deferral / active EE | $3,068 | $5,806-47.2% | $5,081-39.6% | $5,609-45.3% |
| Admin fee / account holder | $807 | $16,143-95.0% | $13,411-94.0% | $10,827-92.5% |