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 | $13,981 | $138,044-89.9% | $125,339-88.8% | $134,475-89.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -42.63% | 750.33%-793.0pp | 572.05%-614.7pp | 417.96%-460.6pp |
| Employer contribution / active EE | $2,136 | $5,243-59.3% | $4,814-55.6% | $4,740-54.9% |
| Participant deferral / active EE | $4,510 | $7,799-42.2% | $7,446-39.4% | $6,400-29.5% |
| Admin fee / account holder | $1,240 | $11,571-89.3% | $10,010-87.6% | $11,426-89.1% |