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 5-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 | $9,284 | $99,640-90.7% | $86,436-89.3% | $134,475-93.1% |
| Participation rate | 61.1% | 82.0%-20.9pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -32.51% | 6782.58%-6815.1pp | 4394.89%-4427.4pp | 417.96%-450.5pp |
| Employer contribution / active EE | $2,482 | $4,400-43.6% | $3,769-34.1% | $4,740-47.6% |
| Participant deferral / active EE | $4,395 | $7,246-39.3% | $6,952-36.8% | $6,400-31.3% |
| Admin fee / account holder | $2,744 | $8,371-67.2% | $6,731-59.2% | $11,426-76.0% |