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 6-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 | $8,841 | $190,805-95.4% | $159,960-94.5% | $134,475-93.4% |
| Participation rate | 37.5% | 81.9%-44.4pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -27.21% | 552.23%-579.4pp | 408.60%-435.8pp | 417.96%-445.2pp |
| Employer contribution / active EE | $1,958 | $4,995-60.8% | $4,226-53.7% | $4,740-58.7% |
| Participant deferral / active EE | $2,621 | $6,923-62.1% | $6,182-57.6% | $6,400-59.0% |
| Admin fee / account holder | $326 | $10,471-96.9% | $8,698-96.3% | $11,426-97.1% |