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 7-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 | $3,371 | $109,817-96.9% | $98,442-96.6% | $167,490-98.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | -9.22% | 1956.69%-1965.9pp | 1492.73%-1501.9pp | 478.56%-487.8pp |
| Employer contribution / active EE | $1,586 | $3,224-50.8% | $2,960-46.4% | $4,837-67.2% |
| Participant deferral / active EE | $1,148 | $4,673-75.4% | $4,276-73.2% | $6,341-81.9% |
| Admin fee / account holder | $677 | $6,753-90.0% | $5,949-88.6% | $12,309-94.5% |