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 | $5,111 | $111,724-95.4% | $93,606-94.5% | $145,922-96.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | -9.60% | 202.98%-212.6pp | 133.20%-142.8pp | 561.29%-570.9pp |
| Employer contribution / active EE | $1,056 | $3,090-65.8% | $2,420-56.4% | $4,660-77.3% |
| Participant deferral / active EE | $6,659 | $4,912+35.6% | $4,411+51.0% | $6,688-0.4% |
| Admin fee / account holder | $1,152 | $10,250-88.8% | $8,285-86.1% | $13,397-91.4% |