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 10-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 | $4,163 | $150,440-97.2% | $136,294-96.9% | $147,584-97.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | -0.09% | 1049.08%-1049.2pp | 5155.94%-5156.0pp | 578.55%-578.6pp |
| Employer contribution / active EE | $1,682 | $5,256-68.0% | $4,695-64.2% | $4,876-65.5% |
| Participant deferral / active EE | $2,523 | $6,630-61.9% | $6,247-59.6% | $5,439-53.6% |
| Admin fee / account holder | $41,680 | $10,905+282.2% | $9,243+350.9% | $10,885+282.9% |