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 5-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 | $8,843 | $138,044-93.6% | $125,339-92.9% | $134,475-93.4% |
| Participation rate | 43.5% | 84.5%-41.0pp | 82.4%-38.9pp | 81.2%-37.7pp |
| Annual return | -39.51% | 750.33%-789.8pp | 572.05%-611.6pp | 417.96%-457.5pp |
| Employer contribution / active EE | $1,597 | $5,243-69.5% | $4,814-66.8% | $4,740-66.3% |
| Participant deferral / active EE | $3,896 | $7,799-50.0% | $7,446-47.7% | $6,400-39.1% |
| Admin fee / account holder | $732 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |