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 3-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 | $6,374 | $48,274-86.8% | $63,517-90.0% | $59,632-89.3% |
| Participation rate | 25.8% | 66.3%-40.5pp | 71.0%-45.2pp | 68.7%-42.8pp |
| Annual return | -4.14% | -240.79%+236.7pp | -70.30%+66.2pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,800 | $2,343-23.1% | $2,953-39.0% | $3,192-43.6% |
| Admin fee / account holder | $6,437 | $3,600+78.8% | $5,892+9.2% | $4,297+49.8% |