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 | $3,860 | $75,828-94.9% | $147,614-97.4% | $59,632-93.5% |
| Participation rate | 25.8% | 71.6%-45.8pp | 84.6%-58.8pp | 68.7%-42.9pp |
| Annual return | -2.96% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,207 | $3,485-65.4% | $5,564-78.3% | $2,203-45.2% |
| Participant deferral / active EE | $939 | $3,130-70.0% | $4,895-80.8% | $3,192-70.6% |
| Admin fee / account holder | $4,766 | $5,985-20.4% | $11,611-59.0% | $4,297+10.9% |