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 | $8,633 | $97,757-91.2% | $83,848-89.7% | $135,375-93.6% |
| Participation rate | 43.5% | 80.0%-36.5pp | 76.1%-32.7pp | 82.6%-39.2pp |
| Annual return | -12.29% | 1287.37%-1299.7pp | 850.88%-863.2pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,303 | $4,222-69.1% | $3,631-64.1% | $4,779-72.7% |
| Participant deferral / active EE | $1,662 | $4,682-64.5% | $4,082-59.3% | $5,609-70.4% |
| Admin fee / account holder | $1,479 | $6,674-77.8% | $5,478-73.0% | $10,827-86.3% |