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 9-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 | $6,954 | $97,757-92.9% | $83,848-91.7% | $135,375-94.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -16.41% | 1287.37%-1303.8pp | 850.88%-867.3pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,040 | $4,222-75.4% | $3,631-71.4% | $4,779-78.2% |
| Participant deferral / active EE | $2,173 | $4,682-53.6% | $4,082-46.8% | $5,609-61.3% |
| Admin fee / account holder | $3,346 | $6,674-49.9% | $5,478-38.9% | $10,827-69.1% |