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 | $6,792 | $123,909-94.5% | $69,647-90.2% | $145,922-95.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | -1.71% | 190.55%-192.3pp | 100.48%-102.2pp | 561.29%-563.0pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,481 | $4,236-65.0% | $2,886-48.7% | $6,688-77.8% |
| Admin fee / account holder | $1,910 | $7,863-75.7% | $4,713-59.5% | $13,397-85.7% |