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 8-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 | $7,371 | $92,222-92.0% | $76,768-90.4% | $135,375-94.6% |
| Participation rate | 38.9% | 79.8%-40.9pp | 77.0%-38.1pp | 82.6%-43.8pp |
| Annual return | -58.05% | 5.46%-63.5pp | 2.43%-60.5pp | 519.73%-577.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,634 | $4,509-41.6% | $3,852-31.6% | $5,609-53.0% |
| Admin fee / account holder | $2,339 | $10,748-78.2% | $6,675-65.0% | $10,827-78.4% |