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 | $8,647 | $133,958-93.5% | $112,228-92.3% | $134,475-93.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -24.71% | 47.11%-71.8pp | 27.45%-52.2pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,149 | $4,038-71.5% | $3,635-68.4% | $4,740-75.8% |
| Participant deferral / active EE | $2,897 | $5,291-45.2% | $4,728-38.7% | $6,400-54.7% |
| Admin fee / account holder | $339 | $7,489-95.5% | $6,410-94.7% | $11,426-97.0% |