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 | $9,737 | $138,065-92.9% | $123,544-92.1% | $135,375-92.8% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -16.36% | 153.68%-170.0pp | 119.20%-135.6pp | 519.73%-536.1pp |
| Employer contribution / active EE | $5,343 | $5,151+3.7% | $4,628+15.4% | $4,779+11.8% |
| Participant deferral / active EE | $8,595 | $6,799+26.4% | $6,426+33.8% | $5,609+53.2% |
| Admin fee / account holder | $1,150 | $10,916-89.5% | $9,284-87.6% | $10,827-89.4% |