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 10-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 | $10,980 | $135,635-91.9% | $110,238-90.0% | $135,375-91.9% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -12.54% | 513.19%-525.7pp | 314.74%-327.3pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,498 | $4,906-69.5% | $3,826-60.8% | $4,779-68.7% |
| Participant deferral / active EE | $2,448 | $5,506-55.5% | $4,672-47.6% | $5,609-56.4% |
| Admin fee / account holder | $335 | $11,457-97.1% | $8,547-96.1% | $10,827-96.9% |