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 | $8,292 | $95,862-91.4% | $79,550-89.6% | $134,475-93.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -37.92% | -2.69%-35.2pp | 0.16%-38.1pp | 417.96%-455.9pp |
| Employer contribution / active EE | $810 | $3,128-74.1% | $2,413-66.4% | $4,740-82.9% |
| Participant deferral / active EE | $1,186 | $4,693-74.7% | $3,985-70.2% | $6,400-81.5% |
| Admin fee / account holder | $2,675 | $9,126-70.7% | $6,832-60.9% | $11,426-76.6% |