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 | $1,648 | $85,790-98.1% | $67,313-97.6% | $135,375-98.8% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.1%-58.0pp | 82.6%-71.5pp |
| Annual return | -92.94% | -0.54%-92.4pp | -4.08%-88.9pp | 519.73%-612.7pp |
| Employer contribution / active EE | $503 | $3,487-85.6% | $2,566-80.4% | $4,779-89.5% |
| Participant deferral / active EE | $3,493 | $4,651-24.9% | $3,568-2.1% | $5,609-37.7% |
| Admin fee / account holder | $1,172 | $6,392-81.7% | $4,507-74.0% | $10,827-89.2% |