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 6-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 | $2,364 | $95,193-97.5% | $76,523-96.9% | $135,375-98.3% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.0%-48.0pp | 82.6%-62.6pp |
| Annual return | -493.78% | 4.85%-498.6pp | -0.27%-493.5pp | 519.73%-1013.5pp |
| Employer contribution / active EE | $586 | $3,302-82.3% | $2,647-77.9% | $4,779-87.7% |
| Participant deferral / active EE | $664 | $4,639-85.7% | $3,835-82.7% | $5,609-88.2% |
| Admin fee / account holder | $761 | $6,249-87.8% | $4,848-84.3% | $10,827-93.0% |