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 | $4,874 | $228,332-97.9% | $185,823-97.4% | $158,922-96.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | -2.37% | 40.80%-43.2pp | 35.95%-38.3pp | 302.83%-305.2pp |
| Employer contribution / active EE | $1,137 | $4,967-77.1% | $4,087-72.2% | $4,761-76.1% |
| Participant deferral / active EE | $2,560 | $6,415-60.1% | $5,632-54.5% | $5,982-57.2% |
| Admin fee / account holder | $39,817 | $11,864+235.6% | $9,500+319.1% | $11,246+254.1% |