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 9-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 | $7,362 | $76,000-90.3% | $154,107-95.2% | $64,186-88.5% |
| Participation rate | 47.5% | 70.4%-22.9pp | 83.0%-35.5pp | 69.6%-22.1pp |
| Annual return | -30.85% | 30.32%-61.2pp | 735.12%-766.0pp | 7.63%-38.5pp |
| Employer contribution / active EE | $732 | $3,351-78.1% | $5,298-86.2% | $2,381-69.2% |
| Participant deferral / active EE | $2,302 | $3,175-27.5% | $5,081-54.7% | $3,470-33.7% |
| Admin fee / account holder | $398 | $5,596-92.9% | $13,411-97.0% | $4,888-91.9% |