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 | $3,261 | $99,877-96.7% | $84,966-96.2% | $145,922-97.8% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | -26.80% | 83.76%-110.6pp | 66.38%-93.2pp | 561.29%-588.1pp |
| Employer contribution / active EE | $7,478 | $3,231+131.4% | $2,727+174.2% | $4,660+60.5% |
| Participant deferral / active EE | $11,270 | $5,291+113.0% | $4,519+149.4% | $6,688+68.5% |
| Admin fee / account holder | $197,810 | $7,248+2629.2% | $6,149+3117.1% | $13,397+1376.5% |