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 | $11,318 | $97,757-88.4% | $83,848-86.5% | $135,375-91.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -29.06% | 1287.37%-1316.4pp | 850.88%-879.9pp | 519.73%-548.8pp |
| Employer contribution / active EE | $2,690 | $4,222-36.3% | $3,631-25.9% | $4,779-43.7% |
| Participant deferral / active EE | $3,902 | $4,682-16.7% | $4,082-4.4% | $5,609-30.4% |
| Admin fee / account holder | $704 | $6,674-89.5% | $5,478-87.1% | $10,827-93.5% |