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 7-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 | $25,637 | $162,781-84.3% | $133,956-80.9% | $158,922-83.9% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | -9.65% | 41.94%-51.6pp | 45.09%-54.7pp | 302.83%-312.5pp |
| Employer contribution / active EE | $1,499 | $4,975-69.9% | $3,919-61.8% | $4,761-68.5% |
| Participant deferral / active EE | $4,500 | $5,911-23.9% | $5,048-10.8% | $5,982-24.8% |
| Admin fee / account holder | $35,407 | $11,736+201.7% | $8,927+296.6% | $11,246+214.8% |