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 | $24,394 | $180,449-86.5% | $154,107-84.2% | $135,375-82.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -11.67% | 888.09%-899.8pp | 735.12%-746.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,114 | $6,035-65.0% | $5,298-60.1% | $4,779-55.8% |
| Participant deferral / active EE | $5,588 | $5,806-3.8% | $5,081+10.0% | $5,609-0.4% |
| Admin fee / account holder | $2,375 | $16,143-85.3% | $13,411-82.3% | $10,827-78.1% |