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 | $1,425 | $138,347-99.0% | $184,203-99.2% | $80,856-98.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 86.8%-31.3pp | 67.6%-12.1pp |
| Annual return | -101.58% | 20.02%-121.6pp | 28.81%-130.4pp | 35.59%-137.2pp |
| Employer contribution / active EE | $3,227 | $4,850-33.5% | $6,427-49.8% | $2,755+17.2% |
| Participant deferral / active EE | $5,592 | $7,071-20.9% | $9,131-38.8% | $4,296+30.2% |
| Admin fee / account holder | $6,459 | $10,483-38.4% | $13,901-53.5% | $6,918-6.6% |