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 8-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 | $16,538 | $92,222-82.1% | $76,768-78.5% | $135,375-87.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -20.12% | 5.46%-25.6pp | 2.43%-22.5pp | 519.73%-539.9pp |
| Employer contribution / active EE | $1,879 | $3,216-41.6% | $2,485-24.4% | $4,779-60.7% |
| Participant deferral / active EE | $6,634 | $4,509+47.1% | $3,852+72.2% | $5,609+18.3% |
| Admin fee / account holder | $489 | $10,748-95.4% | $6,675-92.7% | $10,827-95.5% |